AlloHire
Lead Accountant - Family Office
About the Role
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 familys complex financial ecosystem.
Tax Planning & Compliance Prepare, review, and file all federal, state, and local tax returns for: Individuals (HNWI/UHNWI) 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 Bachelors degree in Accounting, Finance, or related field; Masters in Taxation preferred. CPA 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: --> Individual, trust, estate & gift taxation --> 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.
About the Role
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 familys complex financial ecosystem.
Tax Planning & Compliance Prepare, review, and file all federal, state, and local tax returns for: Individuals (HNWI/UHNWI) 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 Bachelors degree in Accounting, Finance, or related field; Masters in Taxation preferred. CPA 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: --> Individual, trust, estate & gift taxation --> 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.