Tax Senior (Family Office)

Location: Los Angeles
Posted on: June 23, 2025

Job Description:

Looking to leave Big 4, but want to keep the prestige? A leading private equity firm is hiring! Send resumes to https://apply.jobot.com/jobs/tax-senior-family-office/473304094/?utm_source=CareerBuilder /> This Jobot Job is hosted by: Zach Allison Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $100,000 - $120,000 per year A bit about us: A leading private equity firm is seeking an experienced Tax Senior to support tax compliance and planning efforts across entities, trusts, and high-net-worth individuals for their Family Office practice group. Why join us? Top-of-the-line, competitive compensation Comprehensive benefits package 4 weeks of PTO Hybrid schedule And more! Job Details Responsibilities: Manage the review and filing of federal, state, and local tax returns for partnerships, LLCs, corporations, trusts, and individuals in coordination with external tax advisors. Partner with fund accountants and portfolio companies to estimate taxable income and review tax distribution calculations. Oversee financial reporting, tax filings, estate planning, and ad hoc projects for high-net-worth individuals and family entities. Support transaction structuring and fundraising tax reviews. Develop and implement tax strategies to reduce liabilities across personal and entity-level structures. Coordinate with legal, trust, valuation, and accounting professionals to execute planning strategies. Monitor investment activity, including capital calls, distributions, and financial reporting to ensure accuracy. Manage and optimize use of investment tracking software. Contribute to budgeting, portfolio allocation, and cash flow planning efforts. Review Schedule K-1s and tax returns to ensure reporting accuracy before finalization. Handle tax notices, coordinate responses, and support tax audits. -Review and manage PTET payments. Stay informed on changes in tax laws impacting individuals and entities. Qualifications: 2 years of public accounting experience with either EY, Deloitte, KPMG, or PwC Experience working with High-Net-Worth clients Bachelor's in Accounting, Finance, or related field required CPA or CPA eligible candidates preferred Master’s in Taxation a plus Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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