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Lead Accountant
Lead AccountantAlloHire • Atlanta, GA, US
Lead Accountant

Lead Accountant

AlloHire • Atlanta, GA, US
[job_card.variable_hours_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

Lead Accountant - Family Office

About the Role

We are seeking a highly skilled Lead Accountant with deep tax expertise to join our team and oversee the accounting, tax compliance, and strategic planning across the family’s complex financial ecosystem.

Tax Planning & Compliance

Prepare, review, and file all federal, state, and local tax returns for :

  • Individuals (HNWI / UHNWI)
  • Trusts
  • Partnership
  • Property tax returns
  • S-Corporations
  • Private foundations and charitable entities
  • Gifts
  • Manage quarterly / annual tax projections, estimated payments, and withholding
  • Support IRS / state audits and respond to tax notices
  • Monitor changing tax laws and assess implications for the family office

Accounting & Reporting

  • Maintain general ledgers for multiple family entities and trusts.
  • Perform reconciliations, record transactions, track cost basis, and maintain supporting documentation.
  • Prepare monthly, quarterly, and annual financial statements.
  • Produce net worth summaries, cash flow reports, and consolidated financial packages for family principals.
  • Integrate investment data into accounting systems and support reporting needs for real estate, private equity, and marketable securities.

    • Estate, Trust & Philanthropy Support

  • Support wealth transfer strategies with financial modeling and documentation.
  • Maintain records of gifts, trust distributions, charitable contributions, and foundation activity.
  • Provide analysis to support estate planning, entity structuring, and long-term wealth preservation strategies.

    • Governance, Compliance & Operations

  • Establish and maintain robust internal controls and high-standard documentation practices.
  • Coordinate bill-pay, cash management, and entity funding needs with the family office team.

    • Qualifications

  • Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation preferred.
  • CPA
  • 4+ years of progressive experience in tax accounting, preferably within a family office, private client services, or public accounting firm (HNW / UHNW exposure required).

    • Deep knowledge of :

    Individual, trust, estate & gift taxation

    Partnership and corporate tax

    Multi-entity structures

    Real estate and investment tax matters

  • Strong understanding of accounting best practices and financial reporting.
  • Experience with GL systems (QuickBooks, Sage, or similar) and strong Excel skills.
  • Excellent communication skills and ability to explain complex financial topics clearly.
  • High level of discretion, integrity, and professionalism.
  • Ability to manage multiple priorities and work both independently and collaboratively.
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