Senior Tax Accountant - Entity - Alliance Resource Group
Hunt Valley, MD 21031
About the Job
As a Senior Tax Accountant specializing in entities and funds at our 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
On Time Delivery
ESSENTIAL DUTIES & RESPONSIBILITIES
Prepare and review partnership, corporation and S Corporation tax returns and support on complex transactions for the firms tax clients including but not limited to:
o Families that invest in private equity, real estate, venture capital, and hedge funds
o Families that own interests in management companies and GPs of hedge fund managers
o 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 firms 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 our clients, other interesting and challenging assignments may arise that are outside the typical scope of tax compliance but fully aligned to the Firms mission to serve our clients needs.
Assist with ad hoc internal accounting, HR functions, and tax projects as needed
Solicits feedback; takes action to continuously improve success of team
Perform other duties as assigned
Education:
Bachelors 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
Position requires a person with the 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
Key Outcomes:
Client Care
First review of Work Product
On Time Delivery
ESSENTIAL DUTIES & RESPONSIBILITIES
Prepare and review partnership, corporation and S Corporation tax returns and support on complex transactions for the firms tax clients including but not limited to:
o Families that invest in private equity, real estate, venture capital, and hedge funds
o Families that own interests in management companies and GPs of hedge fund managers
o 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 firms 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 our clients, other interesting and challenging assignments may arise that are outside the typical scope of tax compliance but fully aligned to the Firms mission to serve our clients needs.
Assist with ad hoc internal accounting, HR functions, and tax projects as needed
Solicits feedback; takes action to continuously improve success of team
Perform other duties as assigned
Education:
Bachelors 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
Position requires a person with the 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
Source : Alliance Resource Group