Senior Tax Accountant

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$/yr - $/yr

Location: Westport, CT (Hybrid – 3 days in office per week)

Compensation: Up to $130,000 Total Compensation (Base + Bonus)

Client: Prestigious Family Office

About the Family Office

Our client is a well-established Family Office that provides comprehensive financial, tax, and investment services to high-net-worth individuals and families. Known for its personalized approach and long-term relationships, this office offers a collaborative environment and exposure to complex tax matters.

Position Overview

The Tax Senior will be responsible for preparing and reviewing tax returns for high-net-worth individuals, partnerships, and related entities. This role requires strong technical skills in individual and partnership taxation, as well as the ability to manage multiple priorities in a fast-paced, client-focused setting.

Key Responsibilities

• Tax Preparation & Review: Prepare and review federal and state tax returns for HNW individuals, partnerships, trusts, and related entities.
• Tax Planning: Assist with proactive tax planning strategies to optimize client outcomes.
• Compliance: Ensure accurate and timely filing of all tax returns and related documents.
• Research: Conduct tax research on complex issues and provide recommendations.
• Client Interaction: Communicate with clients and internal teams to gather information and resolve issues.
• Collaboration: Work closely with senior leadership and other departments to deliver exceptional service.

Qualifications

• Education: Bachelor’s degree in Accounting or related field; CPA preferred.
• Experience: 3+ years of tax experience in public accounting or family office environment.
• Strong background in high-net-worth individual and partnership returns
  .
• Technical
  
  Skills:
  
  Proficiency in tax software and Microsoft Office Suite.
• Soft Skills: Excellent communication, organizational, and problem-solving abilities.

Why Join?

• Competitive compensation up to $130K total package
  .
• Hybrid schedule: 3 days in-office per week for collaboration and flexibility.
• Opportunity to work with sophisticated clients and complex tax structures.
• Collaborative, family-oriented culture with work-life balance.
• Long-term career growth within a stable and respected organization.

• Mid-Senior level

• Full-time

• Accounting/Auditing

• Accounting