Tax Accountant at Family Office

Ready to join a Family Office with a Great Quality of Life?We are working on a Tax Accountant Opportunity at a Family Office in New York City whose main mission is to build a legacy of giving back. This Family Office is like no other. In this role, you will be responsible for a wide array of areas, including investment as well as individual and philanthropic reporting. You will also play a key role in planning and implementing new strategies and structures for the families.The ideal candidate should have strong tax experience with ultra-high net worth families and significant experience preparing and reviewing tax returns for individuals, partnerships, trusts, and philanthropic entities.This is a new Tax Accountant role that reflects significant growth in the volume of investment and foundation activities as well as their complexity.Responsibilities include but are not limited:• Manage and lead tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts, investment partnerships, and private foundations.• Analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual and trust clients.• Research complex tax issues and formulate opinions.• Assist in training the tax staff as it pertains to tax technical, people development, client relationship, and project management skills.• Correspond with the IRS and state tax authorities in an effort to resolve tax notices and assist in an audit process, if applicable.• Proactively keeps apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.).

Created: 2025-02-27