Senior Tax Accountant

A prestigious family office in Santa Monica, CA is seeking a highly skilled and motivated Senior Tax Accountant to join their team! They are looking for a thoughtful, articulate, and confident tax professional with at least 4 years of tax accounting experience under their belt to focus on tax accounting for partnerships and individuals with a mix of accounting firm, private for-profit, and nonprofit work. The ideal candidate must be comfortable handling substantial financial assets and strong interpersonal skills, capable of interacting with high-net-worth individuals and various stakeholders. This is a truly unique opportunity to expand your expertise and make a big impact in a well-respected family office where you can look forward to a hybrid schedule, paid lunches, free gym access, and much more!

Salary Range: $110,000 - $120,000 / year DOE

Senior Tax Accountant Requirements:

• 4+ years of public accounting experience
• Comfortable handling substantial financial assets and large-scale transactions
• Strong tax and accounting knowledge
• Proficiency in QuickBooks, Lacerte, Excel, and Adobe
• CPA certification is preferred but not required
• Experience in a family office setting is preferred
• Flexibility and adaptability in a dynamic work environment
• Strong interpersonal and communication skills, capable of interacting with high net worth individuals and various stakeholders

Senior Tax Accountant Responsibilities:

• Handle tax accounting for partnerships and individuals
• Collaborate with an investment group to manage and report tax information for various funds
• Record security transactions within QuickBooks
• Perform K-1 reporting and understand the diverse investment transactions
• Prepare financial statements and assist with tax projects and planning
• Provide a comprehensive view of taxes and investments to the family, beyond mere tax return preparation
• Work closely with bookkeepers and other accounting professionals

Benefits:

• Healthcare coverage
• 401K Plan with match
• Life insurance/Disability
• PTO + PSL
• Company pays for lunch when in the office (different restaurant each day)
• Reimbursement for CPA
• Free Parking
• Fitness center with shower is free for employees
• Hybrid Schedule (M/W/Th in office T/F work from home)

Apply now!

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