Family Office Accounting & Tax Specialist

Family Office Accounting & Tax Specialist - Permanent - 19249 About the Opportunity

Our client is seeking an experienced Family Office Accounting & Tax Specialist to join a dynamic, family‑run organization with a diverse portfolio of investments and real estate holdings. This is an excellent opportunity for a professional who enjoys working in a collaborative, entrepreneurial environment where they can make a meaningful impact across multiple entities. You will oversee accounting and tax functions while providing financial analysis that supports strategic decision‑making.

This role is ideal for someone who thrives in a multi‑entity environment and has a strong foundation in corporate and partnership tax.

• Manage full‑cycle accounting for multiple corporations, partnerships, and related entities
• Prepare and review monthly, quarterly, and annual financial statements
• Coordinate month‑end and year‑end close processes
• Ensure timely and accurate corporate, partnership, and personal tax compliance
• Prepare tax working papers and liaise with external tax advisors and auditors
• Analyze financial data to support business planning and strategic decision‑making
• Monitor cash flow and assist with treasury management
• Perform bank, investment, and inter‑company reconciliations
• Assist with budgeting, forecasting, and financial reporting
• Identify opportunities to improve accounting systems, controls, and financial processes
• Collaborate with internal stakeholders and external advisors to support ongoing business initiatives
• Maintain the highest level of confidentiality while managing sensitive financial information

• CPA designation preferred
• 5+ years of progressive accounting and tax experience, preferably within a family office or private investment environment
• Strong knowledge of corporate, partnership, and personal taxation
• Strong understanding of full‑cycle accounting and financial statement preparation
• Experience with budgeting, forecasting, and financial analysis
• Advanced Microsoft Excel skills
• Excellent analytical and problem‑solving abilities
• Strong communication and relationship‑building skills
• Ability to prioritize multiple responsibilities while maintaining exceptional attention to detail
• Professionalism and discretion when handling confidential financial information

• Hybrid environment
• Medical and dental benefits
• Generous vacation package
• Salary: $100,000 to $140,000/yr DOE