Family Office Tax

4 days ago

jersey city, new jersey, United States Green Key Resources Full-time

Family Office Tax Opportunity | 130k-170k base + ~20% bonus | 5 days in NYC office


A highly sophisticated single-family office is seeking a Tax Professional to play a key role in managing the tax, accounting, and financial affairs of a multigenerational family.


This position offers broad exposure across individual, partnership, trust, estate, and charitable entity taxation, while also providing the opportunity to become involved in the family's investment activities and private portfolio companies.


The ideal candidate will have a strong tax compliance and planning background, excellent technical skills, and a desire to work in a dynamic environment that extends beyond traditional tax preparation. This is an excellent opportunity for a professional interested in gaining a comprehensive family office skillset spanning tax, accounting, investments, and wealth planning.


Key Responsibilities:

Tax Compliance & Reporting

  • Prepare and review complex individual income tax returns for family members and related entities.
  • Prepare partnership, trust, estate, foundation, and other related entity tax returns.
  • Assist with retirement plan reporting requirements, including preparation and filing of Form 5500.
  • Coordinate tax filings with external advisors and ensure timely compliance across all entities.
  • Maintain tax calendars and monitor filing deadlines.
  • Gather and organize tax information from investment managers, custodians, and third-party service providers.
  • Review K-1s, investment income reporting, and other tax documents for accuracy and completeness.
  • Research federal, state, and local tax issues impacting the family and affiliated entities.


Tax Planning & Wealth Strategy

  • Support proactive tax planning initiatives for family members and related entities.
  • Assist with trust and estate planning strategies, gifting programs, and wealth