Tax Accountant

Our client is seeking a highly motivated Tax Accountant to join a growing wealth management firm with Ultra High Net Worth (UHNW) individuals and families. This role will focus on the preparation and review support of complex individual tax returns, K-1 reporting, tax planning initiatives, and compliance matters across a diverse portfolio of investment entities and high-net-worth clients.

The ideal candidate will have a strong foundation in individual taxation, excellent attention to detail, and experience working with complex tax structures.

Key Responsibilities

• Prepare and review federal, state, and local tax returns for ultra high net worth individuals and families.
• Analyze and process complex Schedule K-1s from partnerships, hedge funds, private equity funds, trusts, and other investment vehicles.
• Assist with tax planning strategies designed to minimize tax liabilities and maximize wealth preservation.
• Prepare tax projections, estimated tax calculations, and quarterly tax payments.
• Research and interpret federal and state tax regulations affecting high-net-worth clients.
• Collaborate with attorneys, wealth advisors, family office professionals, and outside service providers on tax-related matters.
• Gather, organize, and reconcile financial information from multiple sources to ensure accurate tax reporting.
• Respond to tax notices and assist with federal, state, and local tax examinations as needed.
• Maintain compliance with changing tax laws and regulations impacting individuals, trusts, and investment entities.
• Support process improvements and tax workflow efficiencies.
• Assist with payroll, bookkeeping and client service work.

Qualifications

• Bachelor's degree in Accounting required.
• CPA designation required.
• Minimum 3+ years of public accounting, family office, wealth management, or private client tax experience.
• Strong experience preparing complex individual income tax returns and analyzing Schedule K-1s.
• Working knowledge of federal and multi-state tax compliance for high-net-worth individuals.
• Experience with trusts, partnerships, and investment-related tax matters preferred.
• Proficiency with tax preparation software and Microsoft Excel.
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple deadlines in a fast-paced environment while maintaining a high level of accuracy.

Preferred Experience

• Experience serving ultra high net worth individuals, executives, family offices, or private investment entities.
• Exposure to partnership taxation, private equity, hedge funds, and alternative investments.
• Knowledge of trust and estate tax concepts is a plus.

Compensation & Benefits

• Competitive salary based on experience and qualifications
• Performance-based bonus opportunity
• Paid time off and holidays
• Retirement plan benefits with a match and vested day 1
• Professional development and continuing education support for licensing
• 90% paid medical BCBS