Tax Senior ​/ Tax Supervisor

We are seeking a well-rounded Tax Senior/Tax Supervisor to join a private family office environment. This role is responsible for supporting the tax function through the preparation of a variety of tax returns, quarterly estimated tax projections, and other tax compliance matters. The position will also provide support to the Controller with accounting-related responsibilities, including bill payments and account reconciliations.

This is an excellent opportunity for a tax professional who enjoys working in a collaborative, highly confidential environment with a diverse range of tax and accounting responsibilities.

• Prepare individual, estate, fiduciary, foundation, and CRUT tax returns.
• Prepare quarterly estimated tax calculations and projections.
• Assist with tax compliance, filings, and related reporting requirements.
• Support the Controller with bill payments and account reconciliations.
• Review and reconcile general ledger accounts.
• Prepare and analyze balance sheets and profit & loss statements.
• Maintain accurate financial records and supporting documentation.

• Minimum of 4 years of tax accounting experience in a public accounting firm or family office.
• CPA or EA designation is preferred but not required.
• Experience preparing:
• Individual income tax returns
• Fiduciary income tax returns
• Charitable Remainder Unitrust (CRUT) returns

Candidates with experience supporting high-net-worth individuals, trusts, estates, family offices, or closely held entities are encouraged to apply.