Tax Accountant
A private, sophisticated family‑office environment is seeking a Tax Accountant to support complex tax compliance and planning for high‑net‑worth individuals and their affiliated entities.
This role offers hands‑on responsibility across individual, trust, partnership, and entity tax filings, along with exposure to tax planning, portfolio, and cash‑flow reporting. You'll work closely with senior leadership in a small, collaborative team, with strong visibility and long‑term growth opportunities-without public accounting hours.
Key Responsibilities
Prepare and support tax filings for individuals, trusts, partnerships, and entities
Maintain tax calendars, estimated payments, and compliance deadlines
Assist with tax planning, projections, and research
Support portfolio and cash‑flow reporting processes
Respond to tax notices and information requests
Qualifications
Bachelor's degree in Accounting
CPA or EA eligible required
1-2+ years of tax‑focused accounting experience
Strong Excel skills; comfort learning new systems
Detail‑oriented, collaborative, and highly professional
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