Description For faster consideration, please view my Linkedin under Charles O'Brien and send me your resume.Our client is a Palo Alto based venture capital firm looking for a Senior Tax Accountant to join the team.Primary Responsibilities:
Preparing income tax returns for various individual, partnership and fiduciary returns for the family office
Planning for and preparing quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office
Researching tax related issues
Responding to tax notices
Assisting Tax managers with special projects on an as-needed basis
Company Features:
Joining a tough to break into industry at one of the nation’s strongest venture partnering firms.
Working with highly influential, successful and powerful bay area entrepreneurs and investors.
Part of an articulate, large knowledge base, like minded team in a family office environment.
Work Life Balance – on average you will work 40 hours per week throughout the year.
Top Tier Benefit Plan
Profit sharing plan
We have a great culture. Many people have been part of our organization for years (sometimes decades).
Requirements
Requirements include:
4+ years of tax experience in with high net worth experience (form 1040)
HUGE PLUS: Trust experience or someone with experience in the private wealth group (PCS group) and CPA
Roll up the sleeves attitude with exposure to: complex tax forms 1040 (individual returns), k-1 (partnership, real estate), trust, etc.
Preference for those that have worked with individuals and their families that are investment focused (vs real estate, operating business, etc)
Professionalism, dependability, integrity and trustworthiness with confidential info
Motivated self-starter, Deadline Orientated, Multi-task, Organized and excellent attention to detail
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