Tax - Single Family Office

Brandon Clark with Connexa  is recruiting for a Tax Senior or Tax Manager to join a single family office that is transitioning its tax function in house. This is a hands on role focused heavily on trust income tax compliance, along with partnership returns and related investment entities. The family is currently outsourcing much of the tax work and is seeking an experienced professional with strong trust return experience to help internalize and manage the function over time.

In addition to tax responsibilities, this role will also support accounting for certain family entities. The accounting component can be developed, but prior experience preparing trust income tax returns is required. This is a long term opportunity to play a meaningful role in building and stabilizing a private family office tax platform.

This position will offer excellent autonomy and schedule flexibility. This will be a 40 hour a week position for the most part.

Brandon Clark's Linked In profile is open to receive messages from anyone, please message him directly for a quicker response.

• Prepare and review complex trust income tax returns, including Form 1041 filings
• Prepare and review partnership tax returns and analyze K-1 allocations
• Assist in transitioning tax compliance work from external advisors to internal management
• Coordinate with outside accounting firms during the transition period
• Support tax projections and estimated payment calculations
• Assist with accounting and financial reporting for select family entities
• Maintain documentation and tax records across multiple trusts and partnerships
• Research technical tax matters related to trust and partnership taxation

• CPA required
• 4+ years of tax experience, ideally within public accounting, private client services, or a family office
• Direct experience preparing trust income tax returns is required
• Experience with partnership taxation
• Willingness to be hands on in both tax and accounting functions
• Strong technical research skills
• Ability to work discreetly and manage highly confidential financial information
• Interest in a long term family office environment