Lead Accountant, Cathy Family Office

lications related to family investments, real estate holdings, business transactions, and philanthropic activities.

• General understanding of the complexities of multigenerational/privately held family business.

• Manage tax obligations by monitoring monthly withholdings and calculations for estimated tax payments throughout the year.

• Stay current on changes in federal, state, and international tax laws that may impact the family office's tax strategy. Advise senior management on new tax laws, regulations, and opportunities for tax planning.

• Capability to provide head of tax, proactive tax planning opportunities that support Family Investment and Cashflow goals.

• Assist with correspondence on IRS audits, notices or other related inquiries.

• Manage relationships with outside accounting firms, tax credit brokers, and additional parties.

Minimum Qualifications

• Bachelor's Degree in Accounting/Tax

• 4+ years of experience

Preferred Qualifications

• Master's Degree

• Experience in Family Office Environment

Minimum Years of Experience

4

Travel Requirements

10%

Required Level of Education

Bachelor's Degree

Preferred Level of Education

Master's Degree

Major/Concentration

Accounting/Tax

Relocation Assistance Provided

No