Tax Associate
Signal and Strand•Beverly Hills, CA
•$100,000 - $100,000•Hybrid
About The Position
Signal & Strand is partnering with a private investment office overseeing a diversified portfolio of alternative investments, real estate, private equity, and co-investment opportunities on behalf of a high-net-worth family. This environment combines the rigor of an institutional platform with the agility of a closely held enterprise. This is a high-visibility role supporting tax compliance, planning, and advisory work across investment entities, operating businesses, and personal holdings. The position offers exposure to complex, multi-layered structures and a strong foundation for long-term growth.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field; CPA in progress preferred
- 2–3 years of tax experience, ideally within public accounting or a family office environment
- Foundational understanding of partnership taxation, including K-1s and pass-through entities
- Highly detail-oriented with strong organizational skills and ability to manage multiple deadlines
- Strong communication skills and comfort working with senior stakeholders
Nice To Haves
- Exposure to real estate tax structures and depreciation frameworks is a plus
- Familiarity with California tax compliance is preferred
- Proficiency in QuickBooks Online and Excel
Responsibilities
- Prepare federal and state tax returns across partnerships, LLCs, S-corps, trusts, and individual filings
- Support tax planning initiatives including bonus depreciation, cost segregation, opportunity zone investments, and charitable strategies
- Monitor federal and state tax legislation, with a focus on California, and assist in assessing portfolio impact
- Assist with quarterly and annual tax projections and track estimated payments across entities
- Maintain organized workpapers and documentation supporting tax positions
- Support responses to IRS and state tax notices or audits
- Contribute to accounting processes across family office entities as needed
- Identify opportunities to improve workflows, including the integration of AI tools
Benefits
- Comprehensive benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
