Family Office Tax Accountant

Creative Financial Staffing, LLC; Grand Rapids (MI); On-site; USD 75,000 - 90,000; Full time

Job summary

Creative Financial Staffing, LLC is seeking a Family Office Tax Accountant in Grand Rapids, MI. This role focuses on tax compliance, trust and partnership returns, and related financial reporting for ownership entities.

You will collaborate with CPAs and advisors, handling confidential financial information with discretion, and contribute to estate planning initiatives and strategic tax planning efforts.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 3+ years of accounting, tax, or public accounting experience.
• Experience with individual, trust, partnership, and business tax returns preferred.
• Strong understanding of tax compliance, financial reporting, and accounting principles.
• CPA is a plus but not required.

Responsibilities

• Prepare individual, trust, partnership, and business tax returns, along with supporting workpapers and schedules.
• Assist with tax planning, projections, estate planning initiatives, and analysis of tax implications related to financial decisions.
• Prepare and maintain financial statements, account reconciliations, journal entries, and other accounting records for multiple entities.
• Monitor cash activity, coordinate transfers, and assist with financial reporting for ownership and related entities.
• Collaborate with CPAs, attorneys, investment advisors, and financial institutions to gather and manage financial information.
• Support special projects involving personal finances, investments, and business interests.
• Maintain accurate records and ensure the highest level of confidentiality and professionalism in handling financial and tax information.

Skills

Analytical skills

Organizational skills

Communication skills

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Excel

Accounting software

Job description

Position: Family Office Tax Accountant
Location: Onsite in Grand Rapids, MI
Salary: 75,000-90,000

Why Join?

• Newly created position due to growth.
• Broad exposure to tax planning, family office operations, and financial reporting.
• Opportunity to work closely with ownership and trusted advisors.
• Flexible and collaborative work environment.

Family Office Tax Accountant Position Overview

We are seeking a Family Office Tax Accountant to support the tax, accounting, and financial affairs of ownership and related entities. This role is ideal for an accounting professional who enjoys working with high-net-worth individuals, trusts, partnerships, and closely held businesses while providing a combination of tax, financial reporting, and family office support. The successful candidate will be highly organized, detail-oriented, and able to handle sensitive financial information with discretion.

Responsibilities for Family Office Tax Accountant

• Prepare individual, trust, partnership, and business tax returns, along with supporting workpapers and schedules.
• Assist with tax planning, projections, estate planning initiatives, and analysis of tax implications related to financial decisions.
• Prepare and maintain financial statements, account reconciliations, journal entries, and other accounting records for multiple entities.
• Monitor cash activity, coordinate transfers, and assist with financial reporting for ownership and related entities.
• Collaborate with CPAs, attorneys, investment advisors, and financial institutions to gather and manage financial information.
• Support special projects involving personal finances, investments, and business interests.
• Maintain accurate records and ensure the highest level of confidentiality and professionalism in handling financial and tax information.

Qualifications for Family Office Tax Accountant

• Bachelor’s degree in Accounting, Finance, or related field.
• 3+ years of accounting, tax, or public accounting experience.
• Experience with individual, trust, partnership, and business tax returns preferred.
• Strong understanding of tax compliance, financial reporting, and accounting principles.
• Proficient in Microsoft Excel and accounting software.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple priorities while maintaining attention to detail.
• CPA is a plus but not required.