Senior Tax Accountant for Family Office

Description

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.

Venture Capital/Family Office | Palo Alto, CA | Hybrid (2 Days in Office)

An established and highly respected venture capital firm in Silicon Valley is seeking a Senior Tax Accountant to join its collaborative team. This is an excellent opportunity for someone looking to build their career in the venture capital and investment space while working alongside a knowledgeable, tenured team in a family office-style environment.

Responsibilities

• Prepare and support the preparation of complex tax filings for high-net-worth individuals, partnerships, and trusts within the family office.

• Calculate quarterly estimated tax payments and coordinate annual tax extensions across individual, partnership, and fiduciary entities.

• Research and analyze tax matters to help identify implications and support tax planning decisions.

• Review and address tax notices, coordinating appropriate responses and follow-up as needed.

• Partner with Tax Managers on various tax-related initiatives, research, and special projects as business needs arise.

Requirements

What We're Looking For

• 4+ years of public accounting tax experience, with a focus on high-net-worth individuals (Form 1040).

• CPA preferred.

• Trust and estate tax experience is a huge plus, particularly candidates who have worked within a Private Client Services (PCS) or Private Wealth group.

• Hands-on experience preparing and reviewing complex individual tax returns, including:

• Form 1040 – High-net-worth individual returns

• Schedule K-1s – Partnership and real estate investments

• Trust and estate tax returns

• Ideally, experience supporting individuals and families with investment-focused portfolios, rather than primarily real estate or operating business clients.

• A roll-up-your-sleeves mentality with the ability to take ownership of tax engagements and manage multiple priorities.

• Strong professionalism, integrity, dependability, and discretion when handling confidential financial information.

• Self-motivated and organized, with excellent attention to detail and the ability to manage deadlines in a fast-paced environment.

Why Consider This Opportunity?

• Hard-to-break-into industry: An opportunity to join one of the nation's strongest venture investing firms and gain exposure to an exclusive investment environment.

• Exceptional clientele: Work alongside and support some of the Bay Area's most successful and influential entrepreneurs, investors, and families.

• Collaborative team: Join a highly knowledgeable, articulate, and like-minded team within an established family office environment.

• Work-life balance: A genuinely attractive schedule, averaging approximately 40 hours per week throughout the year.

• Competitive benefits: Top-tier benefits with 100% of employee premiums covered and just $63 per month to add family members.

• Profit sharing: A generous profit-sharing plan representing approximately 25% of total compensation.

• Established culture: A strong, close-knit organization where employees tend to stay for years, and in many cases, decades. The firm takes pride in its culture and long-term relationships.

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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