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Senior Tax Advisor: Family Office

2 months ago

Westborough, Massachusetts, United States Fenway Search Full time

Are you a seasoned CPA with expertise in high net worth taxation seeking a more balanced lifestyle? This role offers reduced hours during peak tax season, eliminating late nights and weekend work, along with Fridays off from mid-May to mid-August. Join a firm that genuinely values and supports its employees.

This position presents a remarkable opportunity to transition from your CPA firm or trust company experience into a comprehensive relationship management role. You will oversee various facets of investment and accounting functions, as well as the legal and administrative requirements necessary to meet the needs of family members.

This is a hybrid role, combining both in-office and remote work. The firm provides exceptional compensation and benefits, with a base salary that is competitive and based on experience, ranging from $140,000 to $165,000.

As a Tax Manager focusing on client service within a 15-person Family Office, you will have the chance to pivot from traditional CPA roles to a full-service relationship management position. Your responsibilities will include overseeing tax return preparation and delivering comprehensive client service at a well-established Family Office.

Key Responsibilities:

  • Prepare tax filings and review financial statements to ensure accurate tax basis reporting for clients' trusts, LLCs/LPs, individuals, and foundations. Supervise staff during the annual and quarterly estimated tax processes to guarantee quality reporting.
  • Manage all aspects of client relationships, including cash flow planning, analyzing potential tax implications of planned transactions, and assisting with gift and estate planning decisions.
  • Identify, analyze, and present comprehensive tax planning strategies while advising clients on complex tax concepts and technical issues. Collaborate with team members on the legal implications of taxable events and drive projects to successful completion.
  • Mentor and train a motivated team in best practices for tax compliance and client communication. Support staff in developing and implementing systems and reports to meet client needs.
  • Utilize integrated software applications to calculate, support, store, and report financial activities while assisting in the creation and maintenance of policies and procedures.
  • Maintain tracking systems for complete oversight of the Family Office's tax filing obligations, reviewing external tax law changes to enhance reporting and tracking.
  • Collaborate with the management team on department-wide initiatives to ensure consistent work products across families and communicate effectively with staff for timely workflow.

Qualifications:

  • Proven experience managing multiple client projects and deadlines, with proactive communication with clients, staff, and management.
  • Experience corresponding with federal and state taxing authorities as necessary.
  • Expertise in complex tax matters and mentoring staff to produce well-supported work products.
  • Proficient in databases, CCH Axcess/Fixed Assets, Adobe Acrobat, and Microsoft Office.
  • Certified Public Accountant with a bachelor's or master's degree in accounting or taxation.
  • A minimum of 7 years of experience in tax return preparation.
  • At least 5 years of experience in direct client engagement and staff management.
  • Current knowledge of individual, trust, and gift tax matters.
  • Strong analytical, interpersonal, communication, and presentation skills.
  • Able to learn and teach concepts within a complex, deadline-driven environment.
  • Demonstrated strong work ethic, communication skills, and commitment to client service.
  • Ability to handle confidential information with integrity and discretion.

For further information about this role and the firm, please reach out to the appropriate contact within Fenway Search Group.