Ready to join a Prestigious Family Office?

We are working on a Tax Opportunity at a prestigious Family Office in Connecticut whose main mission is to build a legacy of giving back. This Family Office is like no other. In this role, you will be responsible for a wide array of areas, including investment as well as individual and philanthropic reporting. You will also play a key role in planning and implementing new strategies and structures for the families.

The ideal candidate should have strong experience with ultra-high net worth families and significant experience preparing and reviewing tax returns for individuals, partnerships, trusts, and philanthropic entities.

Responsibilities include but are not limited:

• Tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts, investment partnerships, and private foundations.

• Analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual and trust clients.

• Research complex tax issues and formulate opinions.

• Proactively keeps apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.).