Senior Tax Accountant

2 weeks ago


Santa Monica, California, United States Boutique Recruiting Full time
Senior Tax Accountant Opportunity

A prestigious family office in Santa Monica, CA is seeking a highly skilled and motivated Senior Tax Accountant to join their team. They are looking for a thoughtful, articulate, and confident tax professional with at least 4 years of tax accounting experience under their belt to focus on tax accounting for partnerships and individuals with a mix of accounting firm, private for-profit, and nonprofit work.

The ideal candidate must be comfortable handling substantial financial assets and strong interpersonal skills, capable of interacting with high-net-worth individuals and various stakeholders.

This is a truly unique opportunity to expand your expertise and make a big impact in a well-respected family office where you can look forward to a hybrid schedule, paid lunches, free gym access, and much more

Responsibilities:
  • Handle tax accounting for partnerships and individuals
  • Collaborate with an investment group to manage and report tax information for various funds
  • Record security transactions within QuickBooks
  • Perform K-1 reporting and understand the diverse investment transactions
  • Prepare financial statements and assist with tax projects and planning
  • Provide a comprehensive view of taxes and investments to the family, beyond mere tax return preparation
  • Work closely with bookkeepers and other accounting professionals
Requirements:
  • 4+ years of public accounting experience
  • Comfortable handling substantial financial assets and large-scale transactions
  • Strong tax and accounting knowledge
  • Proficiency in QuickBooks, Lacerte, Excel, and Adobe
  • CPA certification is preferred but not required
  • Experience in a family office setting is preferred
  • Flexibility and adaptability in a dynamic work environment
  • Strong interpersonal and communication skills, capable of interacting with high net worth individuals and various stakeholders
Benefits:
  • Healthcare coverage
  • 401K Plan with match
  • Life insurance/Disability
  • PTO + PSL
  • Company pays for lunch when in the office (different restaurant each day)
  • Reimbursement for CPA
  • Free Parking
  • Fitness center with shower is free for employees
  • Hybrid Schedule (M/W/Th in office T/F work from home)

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