Our client is a multi-family office. They seek Tax staff to join their Edison, NJ office.
Responsibilities
- Prepare and review federal, state, and local tax returns for high-net-worth individuals, trusts, partnerships, LLCs, and related entities
- Coordinate quarterly estimated tax payments and annual tax projections
- Support tax planning initiatives related to investments, real estate holdings, private equity, operating businesses, and philanthropic entities
- Analyze tax implications of transactions, including acquisitions, dispositions, restructurings, and financing activities
- Manage information gathering and serve as primary liaison with external tax advisors and service providers
- Review K-1s, investment statements, and partnership allocations for accuracy and completeness
- Monitor multi-state tax exposure and ensure compliance with applicable filing requirements
- Research tax law changes and assess the impact on the family’s structure and investment strategy
- Maintain organized tax workpapers and documentation to support compliance and audit readiness
- Assist with special projects, entity structuring, and ongoing process improvements within the family office
Requirements
- 2-15 years of relevant experience
- Mix of partnership and HNW tax experience
- Public, private, or combo experience
- Excellent communication skills
- Detail-oriented and highly analytical
- CPA preferred
Job ID # 47875
