Senior Tax Accountant @ Family Office
Robert Half
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.Senior Tax Accountant | Family Office | Palo Alto; 2x week | Base + Bonus + Profit Sharing + Fully Paid Benefits!Join a highly respected Bay Area investment firm with a sophisticated family office supporting its venture platform and affiliated families. This is a great opportunity to join a stable, collaborative finance team with strong tenure while gaining exposure to complex HNW and investment-related tax matters.The role offers strong work-life balance, profit sharing, fully paid benefits, and the opportunity to work closely with an experienced leadership team.ResponsibilitiesPrepare tax returns for HNW individuals, partnerships, and fiduciary entitiesPrepare quarterly tax estimates and annual extensionsSupport complex individual returns, including investment-related K-1sResearch tax issues and assist with technical questionsRespond to tax notices and support resolutionAssist with tax planning and special projectsHandle highly confidential financial information with discretionFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Vacancy posted 23 hours ago
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