Lead Tax Accountant
About the Role
We are seeking a highly skilled Lead Accountant with deep tax expertise to join our team and oversee the accounting, tax compliance, and strategic planning across the family’s complex financial ecosystem.
- Seeking experience working with high-net-worth individuals (HNWI)
Tax Planning & Compliance
Prepare, review, and file all federal, state, and local tax returns for:
- Individuals (HNWI/UHNWI)
- Trusts
- Partnership
- Property tax returns
- S-Corporations
- Private foundations and charitable entities
- Gifts
- Manage quarterly/annual tax projections, estimated payments, and withholding
- Support IRS/state audits and respond to tax notices
- Monitor changing tax laws and assess implications for the family office
Accounting & Reporting
- Maintain general ledgers for multiple family entities and trusts.
- Perform reconciliations, record transactions, track cost basis, and maintain supporting documentation.
- Prepare monthly, quarterly, and annual financial statements.
- Produce net worth summaries, cash flow reports, and consolidated financial packages for family principals.
- Integrate investment data into accounting systems and support reporting needs for real estate, private equity, and marketable securities.
Estate, Trust & Philanthropy Support
- Support wealth transfer strategies with financial modeling and documentation.
- Maintain records of gifts, trust distributions, charitable contributions, and foundation activity.
- Provide analysis to support estate planning, entity structuring, and long-term wealth preservation strategies.
Governance, Compliance & Operations
- Establish and maintain robust internal controls and high-standard documentation practices.
- Coordinate bill-pay, cash management, and entity funding needs with the family office team.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation preferred.
- 4+ years of progressive experience in tax accounting, preferably within a family office, private client services, or public accounting firm (HNW/UHNW exposure required).
- Must have or be actively working toward earning your CPA
Deep knowledge of:
- Individual, trust, estate & gift taxation
- Partnership and corporate tax
- Multi-entity structures
- Real estate and investment tax matters
- Strong understanding of accounting best practices and financial reporting.
- Experience with GL systems (QuickBooks, Sage, or similar) and strong Excel skills.
- Excellent communication skills and ability to explain complex financial topics clearly.
- High level of discretion, integrity, and professionalism.
- Ability to manage multiple priorities and work both independently and collaboratively.
