Lead Tax Advisor

2 weeks ago


Santa Monica, California, United States Boutique Recruiting Full time

A distinguished family office is in search of an experienced and driven Lead Tax Advisor to enhance their financial team. This role requires a meticulous, articulate, and self-assured tax expert with a minimum of 4 years of tax accounting experience, focusing on tax management for partnerships and individuals. Candidates should possess a blend of experience from accounting firms, private for-profit entities, and nonprofit organizations. The ideal applicant must be adept at managing significant financial portfolios and exhibit exceptional interpersonal skills, allowing for effective communication with high-net-worth clients and various stakeholders. This position offers a remarkable chance to broaden your professional skills and contribute significantly within a respected family office environment, featuring a hybrid work model, complimentary lunches, gym access, and additional perks.

Compensation: $110,000 - $120,000 / year DOE

Lead Tax Advisor Qualifications:

  • 4+ years of experience in public accounting
  • Proficient in managing substantial financial assets and large transactions
  • In-depth knowledge of tax regulations and accounting principles
  • Skilled in QuickBooks, Lacerte, Excel, and Adobe
  • CPA certification is preferred but not mandatory
  • Experience in a family office environment is advantageous
  • Ability to adapt and be flexible in a fast-paced work setting
  • Excellent communication and interpersonal skills, capable of engaging with high-net-worth individuals and diverse stakeholders
Lead Tax Advisor Responsibilities:
  • Oversee tax accounting for partnerships and individuals
  • Collaborate with investment teams to manage and report tax data for various funds
  • Document security transactions within QuickBooks
  • Execute K-1 reporting and comprehend diverse investment activities
  • Prepare financial statements and assist with tax-related projects and strategic planning
  • Provide a holistic perspective on taxes and investments to the family, extending beyond mere tax return preparation
  • Work closely with bookkeepers and other accounting professionals
Benefits:
  • Comprehensive healthcare coverage
  • 401K Plan with matching contributions
  • Life insurance and disability coverage
  • Paid time off and personal sick leave
  • Company-sponsored lunches when in the office
  • Reimbursement for CPA certification expenses
  • Free parking facilities
  • Access to a fitness center with shower facilities
  • Hybrid work schedule (in-office and remote work options)


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