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Staff Tax Accountant

Hunt Valley, MD 21031

Posted: 11/11/2024 Job Titles: PUBLIC - Staff Tax Accountant Job Number: 5291 Pay Rate: 85,000

Job Description

Staff Tax Accountant will focus on tax compliance and planning for investment/management funds. Occasionally, clients have many complex investment structures, with an interplay with philanthropic planning as well as trust and estate planning.
Key Outcomes:
• Client Support
• Prepare Tax Returns
• On Time Delivery

ESSENTIAL DUTIES & RESPONSIBILITIES
•Update status of tax return preparation in the Tax Task Trackers daily
• Ensure all deadlines are followed and completed on time
• Prepare partnership, corporation and S Corporation tax returns and support on complex transactions for the firm’s tax clients including but not limited to:
• Families that invest in private equity, real estate, venture capital, and hedge funds
• Families that own interests in management companies and GPs of hedge fund managers
• Assist with tax research and consulting projects, as needed
• Be a key member of the team in understanding family office structures.
• Collaborate effectively across the team to support the firm’s thoughtful and proactive approach to tax advisory services
• Execute work with minimal oversight and deliver against client and internal deadlines
• Given the dynamic needs of our clients, other interesting and challenging assignments may arise that are outside the typical scope of tax compliance but fully aligned to the Firm’s mission to serve our clients’ needs.
• Assist with ad hoc internal accounting, HR functions, and tax projects as needed
• Solicits feedback; takes action to continuously improve success of team
• Perform other duties as assigned

Education:
• Bachelor’s degree required in Finance or Accounting

Meet Your Recruiter

Dana Jarvis, CPA, PHR
Manager, Executive Search

Dana Jarvis brings a dynamic blend of technical acumen, a passion for people, and a strategic mindset to recruiting for Alliance’s Private Equity & Family Office Solutions Division. She is an invaluable resource for discerning clients looking to identify high-caliber and hard-to-find talent. Dana’s extensive portfolio includes family office, real estate, tax, and corporate accounting roles. She leverages her Big Four experience, CPA and PHR credentials, and over 20 years in Accounting & HR operations to perfectly pair clients with candidates who have the precise attributes needed to excel. Dana is a third-generation USC alumna and a former CalCPA Accounting Education Committee member. She has published several articles in CalCPA Magazine. 

An avid traveler, Dana is always eager to discover new cities and cultures. She also loves playing tennis and exploring the wilds of Southern California.

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About Hunt Valley, MD

Discover exciting job opportunities in the vibrant area surrounding Hunt Valley, Maryland! Nestled in the heart of Baltimore County, Hunt Valley offers a perfect blend of picturesque landscapes, thriving businesses, and a rich cultural heritage. With easy access to renowned landmarks like Oregon Ridge Park, the Hunt Valley Towne Centre, and the fascinating National Lacrosse Hall of Fame, this region is brimming with opportunities for career growth and work-life balance. From savoring authentic Maryland crab cakes to exploring local art galleries, theaters, and cheering for the Orioles at Camden Yards, this area promises an enchanting lifestyle. Dive into our job listings today and unlock your next career adventure in this charming and dynamic region!