Senior Tax Accountant – Metro Detroit Family Office 

The family office is a small, collegial, entrepreneurial environment located in a Detroit suburb. The office administers multiple trusts, limited liability companies, and private foundations. The office also provides certain investment and tax services to family members. In total, the investment portfolios have significant holdings in marketable securities, private equity funds and direct investments, including real estate. We are currently looking for a Senior Tax Accountant to join our growing team. 

Key Responsibilities 

• Prepare workpapers to support individual, partnership and fiduciary tax returns for entities and individuals serviced by the family office. 
• Coordinate with outside CPA firm to ensure timely filing of tax returns. 
• Plan for and prepare quarterly tax estimates and annual extensions. 
• Assist with tax projections, cash flow analysis and trust distributions. 
• Reconcile investment statements and K-1s, track tax basis and FMV basis and perform partnership allocations. 
• Collaborate with internal Accounting team to support timely and accurate monthly general ledger closings. 
• Respond to tax notices and research tax issues as needed. 
• Prepare 1099s and personal property tax returns. 
• Assist with special requests or projects as needed. 

Qualifications 

• Bachelor’s Degree in Accounting 
• CPA preferred 
• 4+ years’ experience preparing individual, partnership and fiduciary tax returns. 
• Family office experience a plus. 
• Excellent verbal and written communication skills. 
• Knowledge of tax preparation software. 
• Experience working with a general ledger and fixed asset software a plus. 
• Proficiency in Excel, Word and Outlook. 
• Knowledge of Microsoft Teams a plus. 
• Strong organizational, analytical and technical abilities. 
• Motivated self-starter; problem solver; attention to detail; able to handle multiple tasks; willingness to provide assistance outside core responsibilities and ability to work individually, as well as in a collaborative environment. 
• Absolute discretion and confidentiality are required.