Tax Senior

Bachelor's degree in Accounting, Finance, or related field; CPA license strongly preferred

2–4 years of tax experience, ideally with a mix of public accounting (Big 4 or regional firm) and private/family office exposure

Strong technical foundation in partnership taxation (K-1s, 704(b), 754 elections), pass-through entity structures, and real estate tax rules

Familiarity with depreciation regimes including Section 168(k) bonus depreciation and Section 179

Experience with California state tax compliance a strong plus

Comfort with AI or willingness to learn

Competitive base salary commensurate with experience

Performance bonus

Comprehensive benefits package

Direct exposure to sophisticated investment structures and high-net-worth tax planning

Collaborative, entrepreneurial environment with room for advancement

COMPENSATION

Prepare and review federal and state income tax returns for partnerships, LLCs, S-corps, trusts, and individual (1040) filings across the family's entity structure

Support tax planning initiatives including bonus depreciation strategies, cost segregation analyses, opportunity zone investments, and charitable giving structures

Monitor federal and state legislative developments (with particular attention to California conformity issues) and assess their impact on the portfolio

Assist with quarterly and annual tax projections and estimated payment tracking across entities

Maintain organized workpapers and documentation supporting tax positions taken across the portfolio

Support responses to IRS and state tax notices and examinations as needed