Senior Accountant

3 days ago


Reno, Nevada, United States Family Office Full time
Job Overview

We are seeking a highly skilled Senior Accountant to join our Family Office team. As a key member of our accounting department, you will be responsible for preparing and analyzing financial and tax returns for our company and clients.

Responsibilities:

  • Prepare and examine accounting documents, record entries, and prepare financial statements for client ventures and investment partnerships.
  • Assist with preparation of annual tax returns to include 706, 1040, 1041, 1065, and 1120 forms for federal and multiple state tax authorities.
  • Analyze complicated investment K-1's from underlying partnerships to include foreign activity.
  • Tax planning and calculation of quarterly estimated tax payments for clients.
  • Identify potential tax issues, perform tax research as needed and provide timely advice. Review and respond to tax authority notices and inquires.
  • Assist with investment tracking, preparation of payments for capital transactions and reconcile investment activity.
  • Interact with clients and third-party providers to meet ongoing day-to-day needs.
  • Maintain paperless storage and client records.
  • Assist with mentoring and training as needed for other staff members.
  • Special projects as needed.

Qualifications:

  • Family office experience with the ability to work in a small office environment is a plus but not required.
  • Must possess a minimum of a bachelor's degree in either Accounting or Taxation with a skill set to support our business needs. Enrolled Agent or CPA License is a plus.
  • Possess a minimum of 5 years proven progressive accounting AND 5 years tax preparation experience.
  • Knowledge of current tax laws to assist in identifying new filing requirements and/or changes for clients.
  • Fundamental knowledge of GAAP with tiered partnership and intercompany transaction experience a plus.
  • Experience with Quick books, Sage, Pro-Systems CCH Axcess, and CFS Tax software.
  • Ability to multi-task daily, work independently, with a high attention to detail, be deadline driven with an ability to thrive in a fast paced and dynamic environment during tax season, and possess strong analytical and problem-solving skills.
  • Adhere to the highest level of confidentiality. An executed NDA will be required.

All applicants must be able to pass a background check and must be currently authorized to work in the United States on a full-time basis. All qualified candidates should submit a PDF copy of your resume to include a cover letter with salary requirements. Please reference "Family Office Senior Hybrid Accountant" in the subject line. Thank you


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