Lead Accountant

Overview We are seeking a highly skilled Lead Accountant with deep tax expertise to join our team and oversee the accounting, tax compliance, and strategic planning across the family’s complex financial ecosystem. Seeking experience working with high-net-worth-individuals (HNWI). Tax Planning & Compliance Prepare, review, and file all federal, state, and local tax returns for: Trusts Partnership Property tax returns S-Corporations Private foundations and charitable entities Gifts Manage quarterly/annual tax projections, estimated payments, and withholding Support IRS/state audits and respond to tax notices Monitor changing tax laws and assess implications for the family office Accounting & Reporting Maintain general ledgers for multiple family entities and trusts. Perform reconciliations, record transactions, track cost basis, and maintain supporting documentation. Prepare monthly, quarterly, and annual financial statements. Produce net worth summaries, cash flow reports, and consolidated financial packages for family principals. Integrate investment data into accounting systems and support reporting needs for real estate, private equity, and marketable securities. Estate, Trust & Philanthropy Support Support wealth transfer strategies with financial modeling and documentation. Maintain records of gifts, trust distributions, charitable contributions, and foundation activity. Provide analysis to support estate planning, entity structuring, and long-term wealth preservation strategies. Governance, Compliance & Operations Establish and maintain robust internal controls and high-standard documentation practices. Coordinate bill-pay, cash management, and entity funding needs with the family office team. Qualifications Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation preferred. 4+ years of progressive experience in tax accounting, preferably within a family office, private client services, or public accounting firm (HNW/UHNW exposure required). Deep knowledge of: Partnership and corporate tax Multi-entity structures Real estate and investment tax matters Strong understanding of accounting best practices and financial reporting. Experience with GL systems (QuickBooks, Sage, or similar) and strong Excel skills. Excellent communication skills and ability to explain complex financial topics clearly. High level of discretion, integrity, and professionalism. Ability to manage multiple priorities and work both independently and collaboratively. #J-18808-Ljbffr