Family Office Tax

Green Key Resources; New York (NY); On-site; USD 130,000 - 170,000; Full time

Job summary

Green Key Resources is seeking a Tax Professional to manage the tax, accounting, and financial affairs of a multigenerational family. The role offers exposure to individual, partnership, trust, estate, and charitable entity taxation and involvement in private portfolio companies.

The ideal candidate has a strong tax compliance background, excellent technical skills, and a desire to work beyond traditional tax prep. Growth into wealth planning is a key opportunity.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA preferred.
• 5-10+ years of experience in public accounting, family office, wealth management, or private client services.
• Strong experience preparing individual tax returns.
• Partnership tax returns.
• Trust tax returns.
• Experience with Form 5500 preparation and retirement plan reporting.
• Understanding of estate, gift, and trust taxation concepts.
• Familiarity with investment taxation and alternative investment structures.
• Experience working with high-net-worth or ultra-high-net-worth individuals and families preferred.
• QuickBooks Online experience strongly preferred.
• Advanced Excel skills and strong analytical capabilities.
• Excellent communication and organizational skills.
• Ability to manage multiple priorities while maintaining exceptional attention to detail.

Responsibilities

• Prepare and review complex individual income tax returns for family members and related entities.
• Prepare partnership, trust, estate, foundation, and other related entity tax returns.
• Assist with retirement plan reporting requirements, including preparation and filing of Form 5500.
• Coordinate tax filings with external advisors and ensure timely compliance across all entities.
• Maintain tax calendars and monitor filing deadlines.
• Gather and organize tax information from investment managers, custodians, and third-party service providers.
• Review K-1s, investment income reporting, and other tax documents for accuracy and completeness.
• Research federal, state, and local tax issues impacting the family and affiliated entities.
• Support proactive tax planning initiatives for family members and related entities.
• Assist with trust and estate planning strategies, gifting programs, and wealth transfer initiatives.
• Analyze tax implications of investment transactions, liquidity events, and ownership structures.
• Coordinate with attorneys, investment professionals, and outside tax advisors on planning opportunities.
• Monitor legislative and regulatory developments and communicate potential impacts to family stakeholders.
• Support accounting and tax compliance for investment partnerships and family-owned entities.
• Assist with trust administration, beneficiary distributions, and fiduciary reporting.
• Track partnership allocations, capital accounts, and ownership structures.
• Maintain documentation related to estate and trust planning activities.

Skills

CPA preferred

Excellent communication

Advanced Excel

Education

Bachelor's degree in Accounting, Finance, or related field

CPA preferred

Tools

QuickBooks Online

Excel

Job description

Family Office Tax Opportunity | 130k-170k base + ~20% bonus | 5 days in NYC office

Tax Professional to play a key role in managing the tax, accounting, and financial affairs of a multigenerational family.

This position offers broad exposure across individual, partnership, trust, estate, and charitable entity taxation, while also providing the opportunity to become involved in the family's investment activities and private portfolio companies.

The ideal candidate will have a strong tax compliance and planning background, excellent technical skills, and a desire to work in a dynamic environment that extends beyond traditional tax preparation. This is an excellent opportunity for a professional interested in gaining a comprehensive family office skillset spanning tax, accounting, investments, and wealth planning.

Key Responsibilities:

Tax Compliance & Reporting

• Prepare and review complex individual income tax returns for family members and related entities.
• Prepare partnership, trust, estate, foundation, and other related entity tax returns.
• Assist with retirement plan reporting requirements, including preparation and filing of Form 5500.
• Coordinate tax filings with external advisors and ensure timely compliance across all entities.
• Maintain tax calendars and monitor filing deadlines.
• Gather and organize tax information from investment managers, custodians, and third-party service providers.
• Review K-1s, investment income reporting, and other tax documents for accuracy and completeness.
• Research federal, state, and local tax issues impacting the family and affiliated entities.
• Support proactive tax planning initiatives for family members and related entities.
• Assist with trust and estate planning strategies, gifting programs, and wealth transfer initiatives.
• Analyze tax implications of investment transactions, liquidity events, and ownership structures.
• Coordinate with attorneys, investment professionals, and outside tax advisors on planning opportunities.
• Monitor legislative and regulatory developments and communicate potential impacts to family stakeholders.
• Support accounting and tax compliance for investment partnerships and family-owned entities.
• Assist with trust administration, beneficiary distributions, and fiduciary reporting.
• Track partnership allocations, capital accounts, and ownership structures.
• Maintain documentation related to estate and trust planning activities.

Family Office & Investment Support

• Work closely with investment professionals and family office leadership on portfolio-related matters.
• Review investment activity and understand tax implications associated with alternative investments, private equity, hedge funds, real estate, and marketable securities.
• Assist with investment performance reporting and analysis.
• Support due diligence efforts on prospective investments and special projects.
• Participate in discussions regarding liquidity planning, cash flow management, and asset allocation decisions.
• Perform monthly accounting and financial reporting for various investment partnerships and family entities.
• Maintain general ledgers and prepare journal entries.
• Reconcile bank, brokerage, and investment accounts.
• Prepare quarterly and annual financial reports for internal stakeholders.
• Assist with cash management and treasury-related activities.
• Utilize QuickBooks Online to manage accounting records and financial reporting.
• Support annual audits and reviews conducted by external accounting firms.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA preferred.
• 5-10+ years of experience in public accounting, family office, wealth management, or private client services.
• Strong experience preparing individual tax returns
• Partnership tax returns
• Trust tax returns
• Experience with Form 5500 preparation and retirement plan reporting.
• Understanding of estate, gift, and trust taxation concepts.
• Familiarity with investment taxation and alternative investment structures.
• Experience working with high-net-worth or ultra-high-net-worth individuals and families preferred.
• QuickBooks Online experience strongly preferred.
• Advanced Excel skills and strong analytical capabilities.
• Excellent communication and organizational skills.
• Ability to manage multiple priorities while maintaining exceptional attention to detail.

Ideal Background

This role is ideal for a tax professional coming from a Family Office, Multifamily Office, Private Client Services Practice, Wealth Management Firm, or Public Accounting Firm who wants broader exposure to investments, accounting, and wealth management. Candidates with experience supporting high-net-worth families and an interest in becoming a trusted advisor across a family's financial affairs will be particularly successful in this position.