Tax Senior - Asset Management


Accounting + Finance


Westport, Connecticut

Employment Type



Extremely prestigious family offices is looking to add a Tax professional to their already impressive tax team. This role will include a wide array of areas, including investment and business entities as well as individual and trust reporting.

Compensation : $100000 - $130000
Job ID : 28687

Job Function:

  • 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



Job Requirements:

  • At least 2 Years minimum working at a public accounting firm, family office, or adjacent exposure law firm
  • Bachelor’s degree in accounting or related field
  • CPA Certification preferred
  • Exposure to a variety of tax returns

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.