Lead Accountant

Lead Tax Accountant About the RoleWe are seeking a highly skilled Lead Accountant with deep tax expertise to join our team and oversee the accounting, tax compliance, and strategic planning across the family’s complex financial ecosystem.Seeking experience working with high-net-worth individuals (HNWI)Tax Planning & CompliancePrepare, review, and file all federal, state, and local tax returns for:Individuals (HNWI/UHNWI)TrustsPartnershipProperty tax returnsS-CorporationsPrivate foundations and charitable entitiesGiftsManage quarterly/annual tax projections, estimated payments, and withholdingSupport IRS/state audits and respond to tax noticesMonitor changing tax laws and assess implications for the family officeAccounting & ReportingMaintain general ledgers for multiple family entities and trusts.Perform reconciliations, record transactions, track cost basis, and maintain supporting documentation.Prepare monthly, quarterly, and annual financial statements.Produce net worth summaries, cash flow reports, and consolidated financial packages for family principals.Integrate investment data into accounting systems and support reporting needs for real estate, private equity, and marketable securities.Estate, Trust & Philanthropy SupportSupport wealth transfer strategies with financial modeling and documentation.Maintain records of gifts, trust distributions, charitable contributions, and foundation activity.Provide analysis to support estate planning, entity structuring, and long-term wealth preservation strategies.Governance, Compliance & OperationsEstablish and maintain robust internal controls and high-standard documentation practices.Coordinate bill-pay, cash management, and entity funding needs with the family office team.QualificationsBachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation preferred.4+ years of progressive experience in tax accounting, preferably within a family office, private client services, or public accounting firm (HNW/UHNW exposure required).Must have or be actively working toward earning your CPADeep knowledge of:Individual, trust, estate & gift taxationPartnership and corporate taxMulti-entity structuresReal estate and investment tax mattersStrong understanding of accounting best practices and financial reporting.Experience with GL systems (QuickBooks, Sage, or similar) and strong Excel skills.Excellent communication skills and ability to explain complex financial topics clearly.High level of discretion, integrity, and professionalism.Ability to manage multiple priorities and work both independently and collaboratively.