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Total Wine & More · 2 months ago

Family Office Accountant

Maryland SSC

Full-time

Onsite

Mid, Senior Level

$85K/yr - $141K/yr

3+ years exp

Total Wine & More is the country's largest independent retailer of fine wine, beer and spirits. They are seeking a Lead Accountant for their Family Office to manage income tax compliance for high-net-worth individuals and entities, ensuring accurate financial records and compliance with regulations.

E-CommerceFood and BeverageWine And Spirits

Responsibilities

Maintain accurate financial records for all family office entities (trusts, investments, related entities)

Prepare and reconcile monthly, quarterly, and annual statements. Ensure proper transaction classification, documentation, and reporting on investment activity, including cash flows and valuations

Monitor and track investments across asset classes (private equity, real estate, public securities, alternatives)

Collaborate with the Family Office Director and external advisors to ensure compliance and proper documentation

Support preparation of performance reports detailing income, gains, and losses

Assist with preparation of tax filings for individuals, trusts, and special-purpose entities

Coordinate with external tax advisors to ensure timely, compliant filings

Monitor tax law changes affecting high net- worth individuals and maintain compliance with all regulatory requirements

Manage and respond to federal and state tax notices

Record and track financial transactions related to personal spending, investments, donations, and real estate

Maintain records of gifts, inheritances, and estate planning documents

Provide financial reporting and insights to family members as needed

Maintain internal controls and governance standards to ensure financial accuracy and integrity

Review financial statements regularly to identify and resolve discrepancies

Manage relationships with accountants, auditors, advisors, and other service providers

Coordinate communication among legal, tax, and financial professionals for tax and estate planning

Prepare clear financial reports and summaries for family, board, and trustee meetings

Provide insights to support investment, risk management, and estate planning decisions

Qualification

Income tax complianceAccounting for investmentsFinancial reportingCertified Public AccountantMicrosoft ExcelAccounting softwareTax law familiarityCollaborationIntegrityAttention to detail