Summary
A distinguished family investment office is seeking an experienced Tax Senior—an exceptional opportunity to work alongside senior leadership on complex individual, trust, nonprofit, and investment-entity tax matters while contributing to strategic planning and cross-functional initiatives.
Company Information:
A prominent Connecticut-based family investment office overseeing several billion dollars in long-term global assets.
Job Description:
- Detailed review of Tax Returns and projections, including trusts, individuals, non-profits, investment partnerships and operating businesses
- Prepare file memos supporting tax positions
- Collaborating with internal teams on various strategies and liaising with outside providers
- Providing leverage and support for Tax Director and Tax Managers
- Drafting notice responses to Federal and State taxing authorities
- Reviewing the performance of outside providers as part of the larger team, and being vocal on recommendations and escalations
- Working on special projects as needed
Requirements / Qualifications:
- 1+ years of Public Accounting Tax Experience
- Excellent communication skills
- A high-level of organization and attention to detail
- Are proactive and can work independently, while collaborating with a team
- Forward thinking mentality and open-minded, with an eye for efficiency
- Multi-tasker mentality, with an emphasis on prioritization
- Team player
