Overview:
A Senior Tax Associate with extensive public accounting experience, primarily focused on partnerships, but also with experience in individuals, trusts, REITs, corporations, and family offices. Skilled in preparing and reviewing complex tax returns for high-net-worth individuals and investment-related entities. Seeking a broader generalist role that provides exposure to HNW individuals, family offices, trusts, real estate, and corporate or partnership entities. Values long-term growth, stability, and a collaborative culture with partners invested in mentorship.
Client Industries:
High-net-worth individuals and families ($2M–$100M+ portfolios), family offices, real estate development, healthcare, manufacturing, food & agriculture, corporate offices, REITs, and investment entities.
Splits:
Mix of individual, trust, partnership, and corporate returns. Heavy K-1 exposure, complex 1040s, 1099s, and multi-entity coordination.
Qualifications:
CPA in progress
Salary Expectations:
$125,000
Location:
Bay Area
Notice and Job Search Status:
Actively exploring new opportunities.
