Family Office looking for a Tax Accountant to Join the team
Classification: Tax Accountant
Compensation: DOE
For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn or text
The Company: Our client Is family office located in San Francisco. They are looking to hire a Senior Tax Accountant. Their practice focusses its investments in technology, alt. energy and transportation, sustainable food and others sectors where the business will have a net positive impact on our world.
The Role:
• Preparation of K‐1 activity journal entries and year‐end closing entries; preparation of journal entries related to tax accounting; and preparation of monthly partnership accounting for investment partnerships
• Support the tax planning, compliance, and preparation efforts for family members and their related partnerships, trusts, estates, charitable entities, and investments as needed.
• Preparation of trust, individual, partnership, LLC, corporate, foundation, and gift tax returns and work papers as needed.
• Support the preparation and filing of 1099‐MISC and 1099‐INT.
• Work collaboratively with family office team members and external advisors including attorneys and CPAs to provide comprehensive financial and investment reporting to family members
•Support the preparation of quarterly and annual financial reporting on relevant entities, including quarterly income, expense and cash reports, analysis and forecasts as needed
The ideal candidate:
• CPA / EA strongly preferred
• Minimum of 2 years professional experience in a tax accountant role
• Strong partnership and fund accounting experience
• Experience preparing/reviewing workpapers and tax returns for high‐net‐worth individuals, partnerships, and trusts
• Some experience reading, analyzing, and interpreting business communications, trust documents, partnership agreements, legal documents, and financial statements and reports
• Must be proficient and able to regularly use the following equipment and software packages: CCH Axcess Tax, Microsoft Office (strong emphasis on Excel and Word), Accounting Software (MS Dynamics SL), Bloomberg Tax Research (BNA), DocuSign
• Bachelor’s degree with concentration in accounting
Why work here?
• Hybrid Schedule
• Competitive Compensation Package
• Comprehensive Benefits Package
• Small Family Office
If you are interested in this role, please send over your updated resume and the best time to speak for 5-10 mins today.
If you are not interested in the position, I would greatly appreciate it if you can pass the goodwill forward and share this with friends in the industry, who may not have access to these roles otherwise.
For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn or text
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