Analyst, Tax & Family Office

Responsibilities

Assist with maintaining annual tax organizers and communicating this data to tax advisors.
Assist with gathering and organizing quarterly income tax data for estimated tax payments.
Track and coordinate delivery of notices from IRS and other jurisdictions to tax accountants.
Perform monthly cash reconciliations of multiple bank accounts for Managing Directors.
Manage the organization, tracking, and secure storage of electronic files.
Assist with the preparation of estate tax analysis for quarterly reporting, cash flow planning, and insurance purposes.
Work with spreadsheet-based models to assist with estate planning decision making.
Retrieve and organize bank and brokerage statements, outside alternative investment capital account statements, and other financial data for quarterly report preparation.
Work closely with the Associate of the Tax and Family Office to prepare quarterly reporting, including the input and review of data into Masttro, a digital platform.
Assist with the tracking of philanthropic pledges and payments.

Qualifications

Bachelor’s degree required.
At least two years of experience in public accounting, finance, or in a family office required.
Proficiency in Microsoft Office, particularly Microsoft Excel, and Adobe Acrobat required.
Strong self-starter who is comfortable working in a high-paced, responsive, client-focused environment.
Excellent collaboration skills and ability to work well within a small team.
Multitasker with strong communication skills and ability to set priorities and coordinate with team members accordingly.
Highly organized and detail oriented.
Curious with a strong desire to learn.