PermCap · 4 days ago
Part-Time Tax Accountant — Multi Family Office
Charleston, South Carolina Metropolitan Area
Part-time
Hybrid
Senior Level
5+ years expPermCap is a multi-family office seeking an experienced Part-Time Tax Accountant to manage U.S. tax returns for high-net-worth individuals and entities. The role involves preparing, finalizing, and filing various tax returns while ensuring compliance and accuracy in a professional environment.
Asset ManagementConsultingFinancial Services
Responsibilities
Prepare, finalize, and file 1040 (individual), 1041 (trust and estate), and 1065 (partnership) tax returns
Review and reconcile K-1s, brokerage statements, trust accounting, and supporting schedules
Ensure all returns are accurate, complete, and compliant with federal and applicable state requirements
Identify and resolve issues, discrepancies, and missing information independently
Prepare and file extensions, elections, and required disclosures
Maintain clear, audit-ready workpapers and documentation
Provide occasional guidance on tax planning and compliance matters as needed
Qualification
Required
5+ years of experience independently preparing, finalizing, and filing 1040s, 1041s, and 1065s
Prior experience working with high-net-worth individuals, trusts, and partnerships
Strong technical knowledge of U.S. federal taxation
Proficiency with professional tax software (UltraTax, Lacerte, ProSeries, Drake, or similar)
Exceptional attention to detail, organization, and confidentiality
Ability to manage deadlines and workflow without supervision
CPA required
Company
PermCap
Permanens Capital (PermCap) is an Outsourced Chief Investment Officer (OCIO) and Multi-Family Office (MFO) serving endowments, foundations, faith-based institutions, and high-net-worth families since 2011.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Alex Goldfarb
Partner
Connor Carew
Partner
Company data provided by crunchbase