Tax Associate II - Family Office for High-Net-Worth Clients
Listed on 2026-08-02
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Accounting
Tax Accountant, Financial Reporting, Tax Manager, Accounting & Finance -
Finance & Banking
Tax Accountant, Financial Reporting, Tax Manager, Accounting & Finance
• Preparation of individual, trust, gift, partnership, corporate, and S-corporation tax returns, extensions, and quarterly estimates
• Reconcile retained earnings, analyze general ledgers, and prepare appropriate journal entries
• Prepare year-end individual tax projections and year-end close-outs of loan-out corporations
• Expand technical skills in tax areas relevant to the entertainment industry and high-net-worth individuals and families
• Review federal and state tax notices received by clients and correspond with taxing authorities in response to notices
• Assist with compiling information in preparation for governmental audits
• Prepare financial statements for high-net-worth clients, including recording investment activities from brokerage accounts
• Manage time efficiently and handle multiple tasks simultaneously with minimal supervision
• Develop strategic tax planning and tax research skills
Requirements
- Bachelor's degree in Accounting, Tax, Finance, or related field
- Minimum of 1 year of experience in U.S. tax consulting and/or compliance within a public accounting environment
- Master's degree in Accounting or Taxation (preferred)
- CPA eligible
🔍 ATS Optimization Keywords
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Hard Skills
- tax returns preparation
- general ledger analysis
- journal entries preparation
- tax projections
- financial statements preparation
- tax planning
- tax research
- governmental audits assistance
- investment activities recording
Soft Skills
- time management
- multitasking
- independent work
Certifications & Qualifications
- Bachelor's degree in Accounting
- Bachelor's degree in Tax
- Bachelor's degree in Finance
- Master's degree in Accounting
- Master's degree in Taxation
- CPA eligibility
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