For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams
A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment. The finance group, which provides support to the Firm, it's partners and managing directors, currently has a team of twenty people including the CFO. This role will be highly consultative and will also have great mentorship from the Director of the team and the CFO.
This position will be compensated generously according to market benchmarks and also includes an equity component. Cherry on-top, the team has an excellent culture and tenure.
Primary Responsibilities:
Tax Planning
Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations
Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office
Review income tax returns for various individual, partnership and fiduciary entities for the family office
Researching tax related issues
Assisting with special projects on an as-needed basis
Risk Management
Identifying and managing risks to the family's wealth, including insurance and asset protection strategies.
Estate Planning
Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning.
Philanthropy
Managing charitable giving and setting up philanthropic foundations.
Legal and Compliance
Ensuring that all family office activities comply with legal and regulatory requirements.
Financial Administration
Overseeing day-to-day financial operations, bill payments, and cash flow management.
Coordinating with third-party providers
Preparing financial statements
Degree in accounting, finance, or economics; CPA a plus
4+ years of experience preparing individual tax returns; ideal candidates will have some experience working with ultra-high net worth clients and will have prepared investment partnership and fiduciary tax returns
Understanding of tax basis, structure charts, at risk rules, passive activity rules, and basis limitations a plus
Proficiency using CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner a plus
Competency with Adobe and MS Office products, especially Excel
Excellent oral and written communication skills
For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams
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