Senior Tax Associate - Family Office jobs in United States
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SR Staffing · 19 hours ago

Senior Tax Associate - Family Office

SR Staffing is a prestigious and well-established family office with global operations seeking a Senior Tax Associate to join its Tax Compliance team. The role involves overseeing tax compliance for the family and related entities, ensuring timely and accurate tax filings, and supporting strategic planning initiatives.

ConsultingHuman ResourcesRecruitingStaffing Agency
Hiring Manager
Karlee Heath
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Responsibilities

Review federal and state tax returns and projections for individuals, trusts, non-profits, partnerships, and operating businesses
Prepare detailed memoranda supporting tax positions
Collaborate with internal teams and external advisors on tax strategies and planning
Support Tax Managers and the Tax Director with research, analysis, and project execution
Draft responses to federal and state tax notices
Evaluate and provide feedback on the performance of external tax service providers
Participate in special projects and other duties as assigned

Qualification

Tax complianceCPA certificationTax research toolsPublic accounting experienceTax return preparationCommunication skillsOrganizational skillsTeam-orientedStrategic thinking

Required

Minimum of 2 years of experience in public accounting, a family office, or a related legal/tax advisory environment
Experience with a variety of tax return types (individual, trust, partnership, non-profit, etc.)
Proficiency in tax research and compliance tools

Preferred

CPA certification preferred

Benefits

100% employer-paid medical premiums
17 company-paid holidays
Generous PTO policy
Summer Friday hours
Monthly team-building events and happy hours
Hybrid work environment
Complimentary catered meals on in-office days
401(k) with 150% match up to $7,500 and 100% match above $7,500 (up to a $15,000 match)
Additional perks including gym reimbursement, backup childcare, and access to financial and legal services

Company

SR Staffing

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SR Staffing is a recruiting firm that offers staffing and consulting services.

Funding

Current Stage
Early Stage
Company data provided by crunchbase