A small legal, financial and tax services company (known as a “family office”) located in downtown Baltimore seeks a Senior Tax Accountant. The clients of this company are all members of a single large philanthropic family. The family office offers services including tax planning and compliance, estate planning and administration, accounting, and investment oversight.

Experience and Education

• Bachelor’s Degree in Accounting or Finance preferred, CPA
• 5+ years’ experience preparing and reviewing individual income tax returns for high net worth clients
• Exposure to trust and estate tax preparation preferred
• Proficiency with Microsoft Office suite of products, knowledge of Quickbooks and tax preparation software (ProsystemFX)

Knowledge, Skills and Abilities

• Excellent organizational skills & attention to detail
• Proven ability to work with discretion and confidential information
• The ability to work independently and as part of a team
• Efficient computer skills, eager to implement new technologies
• Strong written and verbal communication skills

Job Functions and Responsibilities

• Prepare and review complex individual income tax returns
• Assist in preparation of information required for annual trust tax filings, coordinate with third-party tax preparers, and review trust tax returns prepared by preparers
• Plan and implement tax strategies and cost savings for individuals and related businesses
• Remain current on new tax legislation
• Compliance with payroll obligations for household employees
• General accounting for small business and investment entities
• Perform other duties as required