Senior Tax Accountant at Alliance Resource Group

Job Overview

As a Senior Tax Accountant specializing in entities and funds at a multifamily office, you will play a pivotal role in overseeing the financial activities and reporting requirements for a diverse portfolio of entities and investment funds. Working closely with senior management and external stakeholders, you will ensure accuracy in financial reporting, compliance with regulatory standards, and provide strategic financial insights to support decision-making. This role may handle more elevated concerns or technically challenging matters.

Key Outcomes:

• Client Care
• First review of work product

Essential Duties & Responsibilities

• Prepare and review partnership, corporation, and S Corporation tax returns and support on complex transactions for the firm’s tax clients, including but not limited to:
• Families that invest in private equity, real estate, venture capital, and hedge funds
• Families that own interests in management companies and general partnerships of hedge fund managers
• Experience in state and local taxes
• Assist with tax research and consulting projects, as needed
• Update status of tax return preparation in the Tax Task Trackers daily
• Ensure all deadlines are followed and completed on time
• Be a key member of the team in understanding family office structures
• Collaborate effectively across the team to support the firm’s thoughtful and proactive approach to tax advisory services
• Execute work with minimal oversight and deliver against client and internal deadlines
• Given the dynamic needs of clients, other interesting and challenging assignments may arise that are outside the typical scope of tax compliance but fully aligned to the firm’s mission to serve clients’ needs
• Assist with ad hoc internal accounting, HR functions, and tax projects as needed
• Solicit feedback and take action to continuously improve the success of the team
• Perform other duties as assigned

Education

• Bachelor’s degree required in Finance or Accounting

Skills & Abilities

• MS Office experience required
• Strong written, verbal, and mathematical skills
• Ability to operate in a team environment and with external clients
• Ability to multitask in a fast-paced environment with stringent deadlines
• Strong project management skills and ability to handle multiple clients
• Appreciation for a high level of client service to meet competing client needs
• Self-motivated and ability to work independently
• Strong attention to detail

Experience

• At least three to five years of experience in a similar role