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Senior Tax Accountant, Family Office

Company: Commonwealth Financial Network
Location: Waltham
Posted on: September 15, 2020

Job Description:

Senior Tax Accountant, Family Office in Waltham, Massachusetts | Careers at Commonwealth Financial Network Skip Branding © 2019 Commonwealth Financial Network ® , Member FINRA /SIPC , a Registered Investment Adviser. All Rights Reserved. Disclosure Senior Tax Accountant, Family Office in Waltham, Massachusetts | Careers at Commonwealth Financial Network Skip to Main Content Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Returning Candidate? Log back in! Senior Tax Accountant, Family Office Job Locations US-MA-Waltham Job ID W-2020-104 # of Openings 1 Category Office of the Chairman Type Full-Time Overview Do you have relevant tax knowledge working with ultra-high-net-worth families, an innovative and client service–oriented mind-set, and experience preparing individual and trust tax returns? We are looking for a tax professional who thrives on delivering indispensable service to high-net-worth clients to join this newly formed family office team in supporting the Office of the Chairman of our firm.

Reporting to the head of finance and accounting for the family office, you will be responsible for preparing all tax returns and related tax workpapers, supporting the external tax preparation firm, supporting estate- and tax-planning activities, and assisting in the implementation of an innovative family office software platform.

Key responsibilities

Preparing federal, state, and local tax returns, extensions, and quarterly estimates for trusts, individuals, partnerships, real estate and investment LLCs, and private foundations

Coordinating with an external tax preparation firm on finalizing and filing tax returns

Ensuring accurate and timely filing of all other federal, state, and local business and annual filings

Preparing tax workpapers and maintaining tax books and records for individuals, trusts, real estate and investment LLCs, and private foundations

Preparing and reconciling K–1 information

Supporting gift tax return preparation

Managing annual production of Form 1099s

Performing tax research as deemed necessary

Helping identify best practices and policies to help the organization minimize risk

Supporting implementation of innovative family office software platform

Core strengths

Excellent technical tax knowledge, as well as tax compliance and tax preparation experience in individual, trust, and nonprofit tax matters

Proactive and positive attitude

Driven and results oriented

Excellent organizational skills, with strong attention to detail

Ability to work independently and collaboratively

Passion for improving processes and ensuring that information is accurate and timely

Excellent communication skills; comfortable interacting and communicating with all levels of the organization

Additional skills and knowledge

3–5 years’ experience as a tax professional preparing individual, trust, and partnership tax returns

Undergraduate or graduate degree in accounting or finance, with CPA and/or advanced tax degree highly preferred

Experience in tax department of public accounting firm or law firm a plus

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.

About Commonwealth—and Our Anything but Common® Culture

Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive.

That being said, we are a financial services company with a unique mission—one that encompasses   purpose, vision, and core values   in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.

Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and   so much more , Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth Financial Network® will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.

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Keywords: Commonwealth Financial Network, Waltham , Senior Tax Accountant, Family Office, Other , Waltham, Massachusetts

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