"Alerted.org

Description

Sr. Tax Accountant - Family Office. 1/2-day Fridays

•We are looking for an experienced Senior Accountant to join a dynamic family office in Stamford, Connecticut. In this role, you will manage financial activities for a select group of ultra-high-net-worth clients, including trusts, partnerships, and investment entities. This is an excellent opportunity for a meticulous individual to contribute to a collaborative accounting team.

Responsibilities:

Core focus is HWN and Partnership tax advisory and compliance.

In addition:

• Oversee and maintain general ledgers for individuals, trusts, investment entities, family partnerships, and operating companies.

• Manage investment accounting processes to ensure accuracy and compliance.

• Handle cash management activities, including monitoring balances and optimizing fund utilization.

• Reconcile balance sheet accounts to ensure data consistency and accuracy.

• Develop and maintain budgets tailored to client needs and objectives.

Requirements

• Proven experience in HNW tax and partnership taxaccounting, preferably in a family office or related environment.

• Proficiency in Excel and other accounting tools.

• Strong understanding of financial reporting and reconciliation processes.

• Knowledge of investment accounting and trust administration.

• Excellent problem-solving skills to resolve discrepancies effectively.

• Solid organizational skills for handling tax documentation and reporting.

• Bachelor's degree in Accounting, Finance, or a related field.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .