Family Office Tax Manager / Director Job at Green Key Resources, New York, NY

  • Green Key Resources
  • New York, NY

Job Description

Job Description

Position Overview

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A well-established private investment and family office with a diversified portfolio of real estate and other investments is seeking an accounting and tax professional to join its team. The organization manages a range of privately held investments and related entities and offers a hands-on environment with exposure to both family office operations and investment activities.

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This role will work across tax compliance, partnership accounting, investment operations, and family office accounting, providing an opportunity to gain broad exposure to the financial activities of a private investment organization.

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Key Responsibilities

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  • Prepare individual income tax returns, including Form 5500 , and assist with related tax compliance.
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  • Prepare and assist with tax matters involving partnerships, individuals, trusts, estates, and foundations .
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  • Perform monthly accounting and reconciliations for various investment partnerships in the portfolio.
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  • Support investment-related activities, including cash tracking, capital calls, distributions, funding, loans, and acquisitions.
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  • Maintain cash rollforwards and reconcile investment and operating accounts.
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  • Coordinate with external administrators and service providers on investment activity.
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  • Maintain loan schedules and supporting financial documentation.
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  • Assist with bookkeeping, bill payment, and other family office accounting needs.
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  • Prepare financial schedules, reporting, and ad hoc analysis.
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Qualifications

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  • Accounting and/or tax experience, preferably in a family office, investment, or public accounting environment.
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  • Experience with individual and partnership tax preparation , with exposure to trusts, estates, and foundations.
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  • Strong accounting and Excel skills; QuickBooks Online experience is a plus .
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  • Ability to work across both tax and investment-related responsibilities .
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  • Strong attention to detail, organization, discretion, and ability to manage deadlines.
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Job Tags

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