Senior Tax Accountant | Family Office

3 Bridge Networks LLC; Menlo Park (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

3 Bridge Networks LLC in Menlo Park, CA, seeks a Senior Tax Associate for its family office team to manage the tax needs of high-net-worth individuals and families. This in-house role focuses on complex individual, investment partnership, and trust tax matters, with participation in planning, research, and special projects.

You’ll work closely with experienced tax professionals to deliver accurate results. Requirements include 4+ years in tax preparation, a bachelor’s in

Job description

We’re partnering with an established private equity firm to hire a Senior Tax Associate for its family office team, supporting the tax needs of high-net-worth individuals and families.

This is an opportunity to bring your tax experience in-house and work closely with an experienced team on complex individual, investment partnership, and trust tax matters. You’ll gain a deeper understanding of the families and investment structures you support while contributing to tax planning, research, and special projects.

Responsibilities

• Prepare individual, partnership, and trust income tax returns.
• Prepare quarterly tax estimates and annual extensions.
• Research tax issues related to individuals, trusts, and investment partnerships.
• Respond to tax notices and assist with ongoing compliance matters.
• Work closely with tax managers on planning initiatives and special projects.

What We’re Looking For

• 4+ years of experience preparing individual income tax returns, ideally in public accounting, private client services, or a family office.
• Experience with high-net-worth clients preferred; investment partnership and trust tax experience is a plus.
• Bachelor’s degree in accounting, finance, or economics.
• CPA preferred, but not required.
• Strong technical, analytical, and organizational skills, with careful attention to accuracy.
• Ability to work independently while collaborating with an experienced tax team.
• Familiarity with CCH Axcess or ProSystems fx Tax is helpful.
• Interest in investments and the family office environment.