Job Details
Our client is a single-family High Wealth Family office. They provide integrated financial and
investment services for 18 households in the second through fifth generations of the family. They also have numerous outside clients for whom they provide consulting, tax, and accounting services.
The core focus of this role is tax compliance and planning, with an emphasis on the technology systems of the family office. This position will have the responsibility to learn our current technology systems and continually develop and improve them across our tax, accounting, and financial/investment reporting services. This position reports directly to the treasurer of the family office but will work closely with all staff.
The position is exempt and includes full company-paid medical benefits, vision benefits, dental benefits, a generous 401(k) match and discretionary contribution, three weeks paid vacation (increasing over time with years of employment), and a flexible/hybrid work environment after onboarding in the centrally located Greentree, PA office.
Qualifications:
3+ years of public accounting experience with a focus on tax compliance and planning
Ability to process and automate data
Strong communication skills
Works well in a team environment
Desire to grow and expand skill set
Critical thinking and analytical problem solving abilities
Responsibilities:
Preparation and/or review of complex tax returns for individuals, trusts, and other entities
Manage and maintain tax basis schedules
Analyze and respond to IRS and state tax notices
Calculate annual tax distributions for family limited partnerships
Cross-train with investment data analyst to understand and improve investment reporting processes
Assist in the preparation and automation of various schedules for our Board of Directors and client meetings
Interface directly with family members and clients to provide them with a high level of service
Assist in onboarding of new tax and accounting clients
Other Expectations:
Expand finance and investment knowledge set
Grow expertise in tax technology and software, with a focus on automation
Become knowledgeable and stay current with other family office industry technology and software
Utilize Microsoft Copilot and stay current with generative AI best practices