Senior Tax Advisor

Position Description
The Tax Department provides tax consulting and planning services related to the family’s diversified holdings including investments in privately held operating companies, real estate, investment funds, and publicly traded securities. This department is seeking a Senior Tax Advisor who would report directly to a Tax Director.
Responsibilities

Conduct tax research, planning, complex excel analysis for major transactions including new entity formation, ownership change transactions (recapitalizations, redemptions, etc.), acquisitions and dispositions

Serve as a resource of technical knowledge for internal tax return preparers and to other departments requesting assistance on tax and business matters

Analyze the impact of tax legislation and communicate the potential impact to company management and family members

Conduct tax research and prepare technical tax memorandums to determine and document tax return filing positions

Ensure the proper implementation of conclusions reached during tax planning

Review of operating and trust agreements Interact with outside professional advisors

Represent taxpayers in IRS examinations

Qualifications

Bachelor’s degree in accounting or related field; MST or advanced degree, or desire to pursue such degree

CPA license At least ten years of professional experience with a public accounting firm, privately held company, or family office

Well-organized, ability to multi-task in a fast-paced environment while working on a broad range of tax matters

Self-motivated, desire and capacity to learn new and complex areas of taxation

Excellent research, written and oral communication, problem solving and analytical skills Ability to communicate technical information in a non-technical manner

Strong knowledge of online tax research tools (RIA Checkpoint, BNA Portfolios, etc.) and Microsoft Office products

Preferred Experience
Real Estate and Holding Companies

Experience with complex tax issues of pass-through entities, especially tiered partnership structures and holding companies
  Don’t meet every single requirement? Studies have shown that women, members of the LGBTQIA+ community, individuals experiencing disability and BIPOC are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.