Tax Accountant

Key Responsibilities: Prepare and review federal, state, and local tax returns for ultra high net worth individuals and families. Analyze and process complex Schedule K-1s from partnerships, hedge funds, private equity funds, trusts, and other investment vehicles. Assist with tax planning strategies designed to minimize tax liabilities and maximize wealth preservation. Prepare tax projections, estimated tax calculations, and quarterly tax payments. Research and interpret federal and state tax regulations affecting high-net-worth clients. Collaborate with attorneys, wealth advisors, family office professionals, and outside service providers on tax-related matters. Gather, organize, and reconcile financial information from multiple sources to ensure accurate tax reporting. Respond to tax notices and assist with federal, state, and local tax examinations as needed. Maintain compliance with changing tax laws and regulations impacting individuals, trusts, and investment entities. Support process improvements and tax workflow efficiencies. Assist with payroll, bookkeeping and client service work.

Qualifications: Bachelor's degree in Accounting required. CPA designation required. Minimum 3+ years of public accounting, family office, wealth management, or private client tax experience. Strong experience preparing complex individual income tax returns and analyzing Schedule K-1s. Working knowledge of federal and multi-state tax compliance for high-net-worth individuals. Experience with trusts, partnerships, and investment-related tax matters preferred. Proficiency with tax preparation software and Microsoft Excel. Strong analytical, organizational, and communication skills. Ability to manage multiple deadlines in a fast-paced environment while maintaining a high level of accuracy.

Preferred Experience: Experience serving ultra high net worth individuals, executives, family offices, or private investment entities. Exposure to partnership taxation, private equity, hedge funds, and alternative investments. Knowledge of trust and estate tax concepts is a plus.