About the Job
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.
The Mandate
- Support tax compliance across a complex portfolio of entities and investments
- Assist in tax planning initiatives across structures and asset classes
- Ensure accuracy, organization, and strong documentation across filings
- Stay current on evolving tax regulations and support impact analysis
- Contribute to broader financial operations within the family office
Key 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
Ideal Profile
- 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
- 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
- Highly detail-oriented with strong organizational skills and ability to manage multiple deadlines
- Strong communication skills and comfort working with senior stakeholders
Location & Work Model
Compensation
- $100,000 base salary + bonus
- Comprehensive benefits package
- Final package aligned with experience and qualifications
