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Family Office - Cockeysville, United States - Dagen Personnel LLC
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 client's 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:
Prepare and review individual, trust and private foundation tax returns and support on complex transactions for the firm's 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 firm's 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 Firm's mission to serve our clients' needs.
Ensure behavior and performance supports the company's Vision/Traction Organizer (V/TO)
Solicits feedback; takes action to continuously improve the success of the team
Perform other duties as assigned
Education:
Bachelor's degree required in Finance or Accounting
Experience:
2-4+ years of work experience in a similar role; CPA or CPA candidate preferred.
Skills & Abilities:
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
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