Position: Tax Advisor

Location: Remote (United States candidates only) with occasional travel to various exciting destinations.

Are you ready to embark on a new and dynamic career journey? We have an incredible opportunity waiting for you! Join a forward-thinking team that's committed to innovation, diversity, and the pursuit of knowledge. We're seeking someone who's passionate about continuous learning, eager to tackle new challenges, and isn't afraid to ask questions. If this sounds like you, keep reading.

Why Choose Us

Variety of Experiences: This is no ordinary role. You'll enjoy the stability of working with one family and the excitement of collaborating with at least three different companies, each with its unique size and tax complexities.

Trusted Advisor: You'll be the go-to expert for our family office and its associated companies when it comes to strategic tax and financial matters. Your insights will be instrumental in shaping their financial future.

Innovative Environment: Our team thrives on innovation. You'll work closely with our companies to provide cutting-edge tax planning, consulting, and compliance expertise.

Multi-generational Impact: As the sole advisor for tax compliance in a multi-generational family, your role will be instrumental in shaping their financial legacy.

Diverse Challenges: Expect a broad spectrum of challenges, from analyzing financial, gift, trust, estate, and income tax issues to ensuring S Corp stock basis calculations and managing sales/use tax compliance.

Lead Strategic Projects: Take the lead in high-impact strategic projects such as 174 readiness and transfer pricing.

Your Responsibilities

Trusted Advisor: Serve as the trusted advisor to the family office and its companies on strategic tax and financial matters.

Innovative Tax Planning: Interact closely with companies to provide innovative tax planning, consulting, and compliance expertise.

Comprehensive Tax Expertise: Provide analyses of financial, gift, trust, estate, and income tax issues.

Maintain Compliance: Maintain S Corp stock basis calculations and handle sales/use tax compliance.

Quarterly Estimates: Prepare quarterly estimates of taxes due.

Payroll Tax Guidance: Guide HR on payroll tax compliance and advise executives on tax consequences.

Tax Audits: Be the point person for responding to IRS and state notices and serve as the tax audit representative.

Lead Strategic Projects: Lead and organize strategic projects such as 174 readiness and transfer pricing.

Qualifications

Bachelor's Degree: A Bachelors degree from an accredited college or university.

Experience: 5+ years of tax experience.

Certification: An active CPA certification.

Preferred / Nice To Have

Global Exposure: Exposure to Canadian and Australian tax returns, transfer pricing, and GST.

Advanced Education: A master's degree in taxation.

Accounting Skills: Experience with GL accounting in NetSuite.

Industry Knowledge: Exposure to SaaS, security, real estate, ranching, and beverage/CPG industries is a plus.

Stock Options: Experience with stock options.

If you're ready to embark on an exciting journey that combines innovation, diversity, and a passion for learning, we want to hear from you. Join our dynamic team and help shape the future of tax and finance for a multi-generational family and its associated companies.

Employment Type: Full-Time