- Prepare and review individual, trust and private foundation tax returns and support on complex transactions for the firms tax clients including but not limited to:
- Families that invest in private equity, real estate, venture capital, and hedge funds
- Families that own interests in management companies and GPs of hedge fund managers
- Assist with tax research and consulting projects, as needed
- Be a key member of the team in understanding family office structures, trust and estate planning, and planning for families in areas noted above
- Collaborate effectively across the team to support the firms thoughtful and proactive approach to tax advisory services
- Execute work with minimal oversight and deliver against client and internal deadlines
- Given the dynamic needs of our clients, other interesting and challenging assignments may arise that are outside the typical scope of tax compliance but fully aligned to the Firms mission to serve our clients needs.
- Assist with ad hoc internal accounting, HR functions, and tax projects as needed
- Ensure behavior and performance supports the companys Vision/Traction Organizer (V/TO)
- Solicits feedback; takes action to continuously improve the success of the team
- Perform other duties as assigned
- Bachelors degree required in Finance or Accounting
- 2+ years of work experience in a similar role; CPA or CPA candidate preferred.
- QuickBooks & MS Excel experience required
- Strong written, verbal and mathematical skills
- Ability to operate in a team environment and with external clients
- Position requires a person with the ability to multitask in a fast-paced environment with stringent deadlines
- Strong project management skills and ability to handle multiple clients
- Appreciation for a high level of client service to meet competing client needs
- Self-motivated and ability to work independently
- Strong attention to detail
-
Family Office
1 week ago
Dagen Hunt Valley, United StatesStaff Accountant Family Office Services · Firm Overview · A multi-family office and tax firm specializing in serving the complex needs of high-net worth and ultra-high net worth individuals, many of whom are in the alternative investment industry. In addition to providing core ...
-
Clinical Lead
1 week ago
Greater Baltimore Medical Center (GBMC) Hunt Valley, United StatesUnder limited supervision the Clinical Lead precepts all new Access RN's and the team in general when new processes are executed in the department. Assists with he smooth and timely transition of all transfer patients from outside our service area and from other hospices. Serves ...
-
Hospice Liaison Nurse- Sign On Bonus
23 hours ago
GBMC HealthCare Hunt Valley, MD, US, United StatesThe Gilchrist Hospice Care (GHC) Hospice Liaison Nurse generates & facilitates patient admissions from Franklin Square hospital-based referral sources, promotes growth of admissions, performs or coordinates clinical assessments of possible patients, and is responsible for meeting ...
-
Hospice Room
20 hours ago
GBMC HealthCare Hunt Valley, United StatesUnder direct supervision, performs all billing and collection functions for nursing home pass through room and board billing. Performs Medicaid eligibility, comprehensive review of patients residing in nursing facilities related to room and board billing. Provides excellent custo ...
-
Care Coordinator
1 week ago
Eating Recovery Center Hunt Valley, United States Full timeThis is an in-office position in Hunt Valley, MD. Schedule: Full Time - Monday - Friday Who we are ERC Pathlight is an innovative, rapidly growing clinical leader in the behavioral health sector. Founded in 2008 by pre-eminent psychiatrists and psychologists in the eating disorde ...
-
Structural Engineer
5 days ago
AECOM Hunt Valley, United States**Company Description** · **Work with Us. Change the World.** · At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the ...
-
Structural Engineer
1 week ago
AECOM Hunt Valley, United States**Company Description** · **Work with Us. Change the World.** · At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the ...
-
Senior Electrical Engineer
2 weeks ago
AECOM Hunt Valley, United StatesCompany Description · At AECOM, we're delivering a better world. · We believe infrastructure creates opportunity for everyone. Whether it's improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communi ...
-
Select Commercial Insurance Sales Producer
2 weeks ago
USI Holdings Corporation Hunt Valley, United StatesGeneral Description: The Industry Specialized Program for Select Commercial Insurance Sales Producer -Industry Specialized role, is a comprehensive sales and insurance program focused on outside sales driving new business sales revenue growth of commercial business clients ($10mm ...
-
Junior Traffic Engineer
1 week ago
AECOM Hunt Valley, United States**Company Description** · **Work with Us. Change the World.** · At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the ...
-
Hospice Liaison Nurse- Sign On Bonus
5 days ago
GBMC HealthCare Hunt Valley, United StatesThe Gilchrist Hospice Care (GHC) Hospice Liaison Nurse generates & facilitates patient admissions from Franklin Square hospital-based referral sources, promotes growth of admissions, performs or coordinates clinical assessments of possible patients, and is responsible for meeting ...
-
Manufacturing Engineer
1 week ago
BD (Becton, Dickinson and Company) Hunt Valley, United States**Job Description Summary** · Responsible for process capability, cost reduction and continuous improvement project implementation within their designated manufacturing unit . Provides specific engineering work related to field of expertise with broad overlap between engineering ...
-
Senior Client Service Manager
1 day ago
Gallagher Hunt Valley, United StatesAbout Us: · Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, ...
-
Volunteer Services Manager Gilchrist
2 days ago
Greater Baltimore Medical Center (GBMC) Hunt Valley, United StatesUnder limited supervision, develops, implements and documents a volunteer service program for multiple clinical teams, which meets both the operational needs of the program and regulatory requirements and provides patient/family services in accordance with the interdisciplinary p ...
-
Senior Electrical Engineer
1 week ago
AECOM Hunt Valley, United States**Company Description** · **Work with Us. Change the World.** · At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the ...
-
Hospice Room and Board Biller
1 week ago
Greater Baltimore Medical Center (GBMC) Hunt Valley, United StatesUnder direct supervision, performs all billing and collection functions for nursing home pass through room and board billing. Performs Medicaid eligibility, comprehensive review of patients residing in nursing facilities related to room and board billing. Provides excellent custo ...
-
Civil Engineer, Aviation/Airports
1 week ago
AECOM Hunt Valley, United States**Company Description** · **Work with Us. Change the World.** · At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the ...
-
Manufacturing Technical Leader
4 days ago
BD (Becton, Dickinson and Company) Hunt Valley, United States**Job Description Summary** · This role will master the Production Technology and Maintenance techniques being responsible for: · Loss (Breakdown, Waste, Speed), Investigation and Resolution. · Development of Maintenance standards. · Implementation of basic maintenance proces ...
-
Director of Marketing
1 week ago
Greater Baltimore Medical Center (GBMC) Hunt Valley, United StatesReporting to the Chief Philanthropy and Marketing Officer, under limited supervision, defines, implements and manages the overall corporate marketing and internal communications strategy for Gilchrist. Analyzes current market conditions and consumer behavior in the Gilchrist serv ...
-
Client Service Executive
1 day ago
Gallagher Hunt Valley, United StatesAbout Us: · Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, ...
Family Office - Hunt Valley, United States - Dagen
Description
Firm Overview:
A multi-family office and tax firm specializing in serving the complex needs of high-net-worth and ultra-high-net-worth individuals, many of whom are in the alternative investment industry. In addition to providing core family office and tax preparation services, our staff of devoted professionals works closely with each of our clients personal advisors to assemble a team of experts tailored to his or her needs, assuring that effective tax, gift, and estate, philanthropic, and family goals are skillfully intertwined.
Position:
The Senior Staff Accountant will focus on tax compliance and planning for high-net-worth individuals and family offices. Often, clients have many complex investment structures, with an interplay with philanthropic planning as well as trust and estate planning. This role is supported by the Tax team to help facilitate excellent execution, communication, and timeliness. This role may handle more elevated concerns or technically challenging matters.
Responsibilities:
Education:
Experience:
Skills & Abilities:
&v=024){kind=logo}
