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Job description
An established family office is looking for a bright, articulate, and motivated individual to manage certain traditional tax and family office services for its family shareholders. This position will assist with provision of services pertaining to family members’ tax, financial matters, real estate, accounting and other ad hoc projects.
This position will assist the CFO with tax and certain financial and operational tasks including, but not limited to:
Point of contact for family members regarding financial and tax matters
Review tax projections and tax packages of individuals, trusts, and partnerships
Ensure timely and accurate tax returns prepared by a third-party firm
Lead, coordinate and manage special projects, including household employment matters and other financial analyses
Liaising with internal teams and external advisors, including attorneys, accountants and bankers to ensure seamless service delivery
What YOU Bring:
Team Player, Can-do attitude and work ethic
Tax and accounting background and family office experience
Maturity to operate both independently and as part of a team
Strong written and oral communication skills
Location: NYC 4 Days In Office.
Great benefits and an inclusive culture that supports an employee's needs outside of work.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing, Finance, and Management
Industries
Financial Services, Accounting, and Individual and Family Services
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.