This position is responsible for the family office tax compliance, tax planning and accounting for real estate, federal, state and local taxes.  

Essential Job Duties

• Oversee the income and estate tax planning for all family members and related entities including the development of long-term tax strategies; coordinate with external tax advisors to identify and implement tax planning strategies that meet family goals; oversee the implementation and finalization of all tax related projects; continuously monitor tax rules and regulations and proactively identify potential issues and planning opportunities;
• Work with the Chief Financial Officer and Chief Investment Officer to ensure the portfolio is properly structured in a way that is tax efficient, tax optimized and that meets each client's overall goals;
• Review all tax returns for individuals (1040), Trusts (1041), Partnerships (1065), Gift (709), Charitable Organizations (990-PF), and S & C Corps (1120).
• Review quarterly income tax estimates and annual extensions for individuals, trusts, partnerships and fiduciary returns for the family office.
• Develop, implement and manage tax planning strategies for the TAWANI family office ongoing in collaboration with independent accounting firm. 
• Manage compliance ensuring timely completion of federal and state income tax returns prepared by independent accounting firm, timely review and approval of returns, payment and filing as required. 
• Manage compliance for state and local taxes ensuring timely completion, review, approval, payment and filing as required.
• Develop a tax calendar and monitoring process for all taxes ensuring timely submission and filing of extensions as applicable.
• Manage the annual K-1 process providing members with timely communication regarding process status.
• Manage and facilitate external tax audits.
• Monitor payment and appeal processes for real estate taxes keeping abreast of market impact and assessment status.
• Monitor legislative and regulatory tax law developments.  In collaboration with independent accounting firm, communicate the effects of these developments to the Chief Financial Officer, Chief of Staff and Senior Trust Accountant, identifying areas of impact and potential risk.  Modify strategies in efforts to minimize risk and impact.
• Identify and implement opportunities for process improvement in tax procedures for the TAWANI family office ensuring effective internal controls for all aspects of the tax process.
• Serve as liaison and assist Chief Financial Officer, Chief of Staff and Senior Trust Accountant with tax planning issues as required.
• Serve as liaison with operating management on tax issues and accounting staff on tax accounting issues.
• Provide support with various internal audits and special tax related projects.
• Other duties as assigned.

Qualifications

• Bachelor’s Degree (B.S.) in Accounting. Master’s Degree in Accountancy or Business Taxation preferred.
• Certified Public Accountant.  JD is a plus.
• Ten years of related experience with at least 5 years in a public accounting firm serving high net worth individuals and family office clients or 5 years with a family office in a similar capacity.
• Extensive individual/corporate/partnership tax knowledge.
• Extensive knowledge of personal income tax and estate & gift tax.
• Strong real estate accounting experience.
• Strong accounting, analytical, and research skills.
• Excellent written and oral communication skills.
• Strong knowledge of tax code, compliance and procedures.
• Familiarity with U.S. federal, state and local reporting requirements.
• Strong experience with a variety of tax operations and ability to drive process improvements.
• Demonstrated hands-on approach as well as the ability to collaborate with external accounting firm and consultants.
• Ability to work well independently as well as the ability to work well with stakeholders and communicate the benefits of tax initiatives.
• Strong organizational and interpersonal skills.