Experienced Associate, Family Office Tax
About The Position
This role is for a tax professional looking to build expertise while working on sophisticated, high-impact client engagements. The firm believes in putting great people first, creating an environment where collaboration, growth, and technical development go hand in hand. As an Experienced Staff on the Family Office Tax team, you will support the preparation of tax returns for high-net-worth individuals and families, including complex investment structures and multi-entity filings. You’ll gain exposure to sophisticated tax work early in your career and work alongside experienced professionals committed to mentorship and development. This is an opportunity to move beyond basic compliance work and build a strong technical foundation in high-net-worth taxation.
Requirements
- Bachelor's degree in accounting or related field.
- 1 – 4+ years of tax experience, preferably in public accounting or family office environments.
- Exposure to partnerships, trusts, and investment-related tax work.
- Ability to work in the U.S. without the need for employer sponsorship.
Nice To Haves
- CPA or requirements to pursue CPA
- Experience working with high-net-worth clients and complex investment structures
- Exposure to alternative investments and foreign reporting.
- Background in public accounting, HNW tax, or family office environments
Responsibilities
- Prepare complex individual income tax returns (Form 1040) for high-net-worth individuals.
- Assist with preparation of partnership (Form 1065) and trust (Form 1041) returns.
- Work on returns with investment-heavy structures, including private equity, hedge funds, and alternative investments (with guidance from senior team members).
- Assist with foreign reporting and international compliance as applicable (e.g., FBAR, FATCA).
- Deliver accurate, timely work while maintaining strong attention to detail and firm standards.
- Build foundational expertise in high net worth and family office tax matters.
- Learn to navigate complex tax scenarios and multi-entity structures.
- Assist in researching and resolving technical tax questions alongside senior team members.
- Work closely with seniors and managers on client engagements.
- Support team workflow by organizing data, preparing deliverables, and meeting deadlines.
- Contribute to a collaborative environment focused on learning, development, and high-quality service delivery.
- Communicate effectively with team members to ensure alignment and execution.
Benefits
- Time off outside of standard PTO to give back to the community
- Annual discretionary merit increases and bonuses
- Talent development resources
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
