Confidential
Senior Tax Accountant - Single Family Office
Confidential - Short Hills, New Jersey, us, 07078
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Overview
Senior Tax Accountant - Single Family Office
Senior Tax Accountant - Single Family Office
1 day ago Be among the first 25 applicants This range is provided by Confidential. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$175,000.00/yr - $200,000.00/yr Senior Tax Accountant – Family Office Single Family Office is seeking a highly skilled and proactive Senior Tax Accountant to join its team. This individual will play a key role in managing and executing tax compliance, supporting strategic planning initiatives, and contributing to investment and entity-level reporting for a complex, multi-entity family office structure. The ideal candidate is detail-oriented, hands-on, and comfortable working across various asset classes and tax structures. Responsibilities: Tax Compliance Oversee preparation and timely filing of federal, state, and local tax returns across multiple entities, including trusts, partnerships, and individuals Coordinate closely with external tax advisors and accountants to ensure accuracy and consistency Maintain and track estimated tax payments, extensions, and carryovers Manage sales and use tax compliance, including review of invoices and coordination with vendors to ensure proper documentation and tax treatment Track and maintain tax basis across entities, investments, and accounts to support gain/loss reporting and tax compliance Support tax planning initiatives at both the entity and family level, including charitable planning, trust structuring, and residency considerations Assist with analysis of the tax implications of investment decisions, liquidity events, and estate strategies Monitor changes in tax law and evaluate their impact on the family’s structure Reporting & Analytics Own tax-related components of financial and investment reporting, including integration with accounting and performance data Assist in developing cash flow forecasts inclusive of tax liabilities Maintain internal documentation and workpapers supporting tax positions and key assumptions General Support Act as a resource to the broader finance and investment team on tax-related matters Respond to ad hoc tax requests and support special projects as needed Qualifications: CPA preferred 6+ years of relevant experience in private client, trust, or family office tax — ideally at the Senior, Supervisor, or Manager level, depending on complexity and scope of prior rolesStrong working knowledge of individual, fiduciary, and partnership tax rules Experience working with ultra-high-net-worth individuals and complex entity structures Strong communication, organizational, and analytical skills Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and General Business Industries Financial Services, Venture Capital and Private Equity Principals, and Investment Management Referrals increase your chances of interviewing at Confidential by 2x Sign in to set job alerts for “Tax Accountant” roles.
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Senior Tax Accountant - Single Family Office
1 day ago Be among the first 25 applicants This range is provided by Confidential. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$175,000.00/yr - $200,000.00/yr Senior Tax Accountant – Family Office Single Family Office is seeking a highly skilled and proactive Senior Tax Accountant to join its team. This individual will play a key role in managing and executing tax compliance, supporting strategic planning initiatives, and contributing to investment and entity-level reporting for a complex, multi-entity family office structure. The ideal candidate is detail-oriented, hands-on, and comfortable working across various asset classes and tax structures. Responsibilities: Tax Compliance Oversee preparation and timely filing of federal, state, and local tax returns across multiple entities, including trusts, partnerships, and individuals Coordinate closely with external tax advisors and accountants to ensure accuracy and consistency Maintain and track estimated tax payments, extensions, and carryovers Manage sales and use tax compliance, including review of invoices and coordination with vendors to ensure proper documentation and tax treatment Track and maintain tax basis across entities, investments, and accounts to support gain/loss reporting and tax compliance Support tax planning initiatives at both the entity and family level, including charitable planning, trust structuring, and residency considerations Assist with analysis of the tax implications of investment decisions, liquidity events, and estate strategies Monitor changes in tax law and evaluate their impact on the family’s structure Reporting & Analytics Own tax-related components of financial and investment reporting, including integration with accounting and performance data Assist in developing cash flow forecasts inclusive of tax liabilities Maintain internal documentation and workpapers supporting tax positions and key assumptions General Support Act as a resource to the broader finance and investment team on tax-related matters Respond to ad hoc tax requests and support special projects as needed Qualifications: CPA preferred 6+ years of relevant experience in private client, trust, or family office tax — ideally at the Senior, Supervisor, or Manager level, depending on complexity and scope of prior rolesStrong working knowledge of individual, fiduciary, and partnership tax rules Experience working with ultra-high-net-worth individuals and complex entity structures Strong communication, organizational, and analytical skills Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and General Business Industries Financial Services, Venture Capital and Private Equity Principals, and Investment Management Referrals increase your chances of interviewing at Confidential by 2x Sign in to set job alerts for “Tax Accountant” roles.
New York, NY $70,000.00-$90,000.00 1 week ago Staff Accountant II, Consolidations and Reporting
Whippany, NJ $77,000.00-$95,000.00 2 weeks ago Brooklyn, NY $105,000.00-$137,000.00 2 days ago New York, NY $100,000.00-$120,000.00 1 month ago Senior Accountant, Revenue (Remote Role)
New York, NY $65,000.00-$70,000.00 1 week ago New York, NY $90,000.00-$100,000.00 2 weeks ago Senior Revenue Accountant - Premium Revenue
New York, NY $83,903.00-$119,861.00 2 weeks ago New York, NY $120,000.00-$140,000.00 2 days ago New York, NY $100,000.00-$125,000.00 1 month ago New York, NY $60,000.00-$75,000.00 2 days ago New York, NY $65,000.00-$70,000.00 3 days ago New York, NY $82,000.00-$119,000.00 19 hours ago New York, NY $65,000.00-$85,000.00 3 weeks ago New York, NY $60,000.00-$90,000.00 1 month ago Secaucus, NJ $105,000.00-$120,000.00 2 weeks ago New York, NY $45,900.00-$87,600.00 1 week ago New York, NY $90,000.00-$120,000.00 1 month ago New York, NY $85,000.00-$100,000.00 2 months ago New York, NY $67,000.00-$82,000.00 3 weeks ago New York, NY $90,000.00-$125,000.00 4 months ago Edison, NJ $85,000.00-$95,000.00 11 months ago New York, NY $121,500.00-$175,000.00 4 days ago New York, NY $90,000.00-$110,000.00 3 days ago New York City Metropolitan Area 5 days ago New York, NY $85,000.00-$95,000.00 2 days ago New York, NY $70,000.00-$80,000.00 2 weeks ago New York, NY $75,000.00-$85,000.00 2 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr