SUMMARY

This role is responsible for managing the organizations family office & investment tax reporting function.

DUTIES AND RESPONSIBILITIES

1. Manage tax reporting function for family office & investment tax areas of organization including:
   1. Oversee preparation or review of federal and state tax returns across Individual, Trusts, Investment Partnership entities, ensuring accuracy, consistency and timing filing of returns, estimates and extensions
   2. Prepare and maintain supporting workpapers and documentation
   3. Management of internal & external finance teams regarding tax information 
   4. Manage members of internal and external professional staff on tax preparation
   5. Develop clear, intelligent plans and approaches for continuous process improvement within the tax compliance process
2. Other Tax Responsibilities:
   1. Provide proactive tax planning for family office individuals, trusts and investment partnerships
   2. Advise on income, gift and estate tax matters incorporating life insurance structuring and trust structures
   3. Prepare tax projections for family office entities
   4. Monitor and analyze current tax legislation and highlight areas that will impact the organization or provide opportunities for the organization 
   5. Continually learn to increase tax & accounting technical expertise
   6. Manage tax audits and notices as necessary for family office 
   7. Various other analytical projects as needed to support tax and finance function for the organization
   8. Develop & sustain strong relationships with internal and external working team members
   9. Provide partial supervision to senior and staff accountants and external consultants as required
3. Special projects and assignments as business dictates.
4. Responsible for the maintenance, creation and control of all personally identifiable information or any other information protected by any Confidentiality or Privacy Standards or Company Policies that you have access or knowledge of, including but not limited to any state or federal regulations including HIPPA.

 

SUPERVISORY RESPONSIBILITIES

• This position has no supervisory responsibilities

SKILLS AND QUALIFICATIONS

• Bachelor of Accounting required and Master of Taxation, CPA or LLM strongly preferred 
• 6-8+ years of tax experience in private client services in public accounting and/or family office with focus on Individual, Trust and Investment Partnership area
• Advanced knowledge of individual, fiduciary, partnership and estate taxation
• Strong knowledge of US federal and state income tax reporting requirements
• Advanced excel proficiency, experience using OneSource and GoSystem tax software
• Strong organizational, analytical thinking and time management skills required
• Detail oriented, ability to multi-task, ability to analyze complex tax issues
• Strong project management skills, ability to drive process improvements and meet deadlines 
• Works well collaboratively in a team environment

 

PHYSICAL DEMANDS

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT

• The noise level in the work environment is usually quiet

CERTIFICATES, LICENSES, REGISTRATIONS 

• None

 

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

 

This company is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

 

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