Tax Accounting Associate
Signal & Strand, Beverly Hills, CA, United States
Signal & Strand is partnering with a private investment office overseeing a diversified portfolio of alternative investments, real estate, private equity, and co-investment opportunities on behalf of a high-net-worth family. This environment combines the rigor of an institutional platform with the agility of a closely held enterprise.
This is a high-visibility role supporting tax compliance, planning, and advisory work across investment entities, operating businesses, and personal holdings. The position offers exposure to complex, multi-layered structures and a strong foundation for long-term growth.
The Mandate
Support tax compliance across a complex portfolio of entities and investments
Assist in tax planning initiatives across structures and asset classes
Ensure accuracy, organization, and strong documentation across filings
Stay current on evolving tax regulations and support impact analysis
Contribute to broader financial operations within the family office
Key Responsibilities
Prepare federal and state tax returns across partnerships, LLCs, S-corps, trusts, and individual filings
Support tax planning initiatives including bonus depreciation, cost segregation, opportunity zone investments, and charitable strategies
Monitor federal and state tax legislation, with a focus on California, and assist in assessing portfolio impact
Assist with quarterly and annual tax projections and track estimated payments across entities
Maintain organized workpapers and documentation supporting tax positions
Support responses to IRS and state tax notices or audits
Contribute to accounting processes across family office entities as needed
Identify opportunities to improve workflows, including the integration of AI tools
Ideal Profile
Bachelor’s degree in Accounting, Finance, or related field; CPA in progress preferred
2–3 years of tax experience, ideally within public accounting or a family office environment
Foundational understanding of partnership taxation, including K-1s and pass-through entities
Exposure to real estate tax structures and depreciation frameworks is a plus
Familiarity with California tax compliance is preferred
Proficiency in QuickBooks Online and Excel
Highly detail-oriented with strong organizational skills and ability to manage multiple deadlines
Strong communication skills and comfort working with senior stakeholders
Location & Work Model
Beverly Hills, CA
On-site
Compensation
$100,000 base salary + bonus
Final package aligned with experience and qualifications
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This is a high-visibility role supporting tax compliance, planning, and advisory work across investment entities, operating businesses, and personal holdings. The position offers exposure to complex, multi-layered structures and a strong foundation for long-term growth.
The Mandate
Support tax compliance across a complex portfolio of entities and investments
Assist in tax planning initiatives across structures and asset classes
Ensure accuracy, organization, and strong documentation across filings
Stay current on evolving tax regulations and support impact analysis
Contribute to broader financial operations within the family office
Key Responsibilities
Prepare federal and state tax returns across partnerships, LLCs, S-corps, trusts, and individual filings
Support tax planning initiatives including bonus depreciation, cost segregation, opportunity zone investments, and charitable strategies
Monitor federal and state tax legislation, with a focus on California, and assist in assessing portfolio impact
Assist with quarterly and annual tax projections and track estimated payments across entities
Maintain organized workpapers and documentation supporting tax positions
Support responses to IRS and state tax notices or audits
Contribute to accounting processes across family office entities as needed
Identify opportunities to improve workflows, including the integration of AI tools
Ideal Profile
Bachelor’s degree in Accounting, Finance, or related field; CPA in progress preferred
2–3 years of tax experience, ideally within public accounting or a family office environment
Foundational understanding of partnership taxation, including K-1s and pass-through entities
Exposure to real estate tax structures and depreciation frameworks is a plus
Familiarity with California tax compliance is preferred
Proficiency in QuickBooks Online and Excel
Highly detail-oriented with strong organizational skills and ability to manage multiple deadlines
Strong communication skills and comfort working with senior stakeholders
Location & Work Model
Beverly Hills, CA
On-site
Compensation
$100,000 base salary + bonus
Final package aligned with experience and qualifications
#J-18808-Ljbffr