Job Description

Description For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment. The finance group, which provides support to the Firm, it's partners and managing directors, currently has a team of twenty people including the CFO. This role will be highly consultative and will also have great mentorship from the Director of the team and the CFO. This position will be compensated generously according to market benchmarks and also includes an equity component. Cherry on-top, the team has an excellent culture and tenure. Primary Responsibilities: Tax Planning + Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations + Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office + Review income tax returns for various individual, partnership and fiduciary entities for the family office + Researching tax related issues + Assisting with special projects on an as-needed basis Risk Management + Identifying and managing risks to the family's wealth, including insurance and asset protection strategies. Estate Planning + Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning. Philanthropy + Managing charitable giving and setting up philanthropic foundations. Legal and Compliance + Ensuring that all family office activities comply with legal and regulatory requirements. Financial Administration + Overseeing day-to-day financial operations, bill payments, and cash flow management. + Coordinating with third-party providers + Preparing financial statements Requirements + Degree in accounting, finance, or economics; CPA a plus + 4+ years of experience preparing individual tax returns; ideal candidates will have some experience working with ultra-high net worth clients and will have prepared investment partnership and fiduciary tax returns + Understanding of tax basis, structure charts, at risk rules, passive activity rules, and basis limitations a plus + Proficiency using CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner a plus + Competency with Adobe and MS Office products, especially Excel + Excellent oral and written communication skills For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

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Permanent employment, Contract work, Temporary work, Immediate start,

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