Family Office Tax Accountant

This role is ideal for an accounting professional who enjoys working with high-net-worth individuals, trusts, partnerships, and closely held businesses while providing a combination of tax, financial reporting, and family office support. #LI-MS4 #INOCT2026 #INSEP2026 #ZRCFS Family Office Tax Accountant Family Office Tax Accountant Family Office Tax Accountant Family Office Tax Accountant Family Office Tax Accountant

Position: Family Office Tax Accountant
Location: Onsite in Grand Rapids, MI
Salary: 75,000-90,000

Why Join?

• 
  
• Newly created position due to growth.
• 
  
• Broad exposure to tax planning, family office operations, and financial reporting.
• 
  
• Opportunity to work closely with ownership and trusted advisors.
• 
  
• Flexible and collaborative work environment.
• 
  

Family Office Tax Accountant Position Overview

We are seeking a Family Office Tax Accountant to support the tax, accounting, and financial affairs of ownership and related entities. This role is ideal for an accounting professional who enjoys working with high-net-worth individuals, trusts, partnerships, and closely held businesses while providing a combination of tax, financial reporting, and family office support. The successful candidate will be highly organized, detail-oriented, and able to handle sensitive financial information with discretion.

Responsibilities for Family Office Tax Accountant

• 
  
• Prepare individual, trust, partnership, and business tax returns, along with supporting workpapers and schedules.
• 
  
• Assist with tax planning, projections, estate planning initiatives, and analysis of tax implications related to financial decisions.
• 
  
• Prepare and maintain financial statements, account reconciliations, journal entries, and other accounting records for multiple entities.
• 
  
• Monitor cash activity, coordinate transfers, and assist with financial reporting for ownership and related entities.
• 
  
• Collaborate with CPAs, attorneys, investment advisors, and financial institutions to gather and manage financial information.
• 
  
• Support special projects involving personal finances, investments, and business interests.
• 
  
• Maintain accurate records and ensure the highest level of confidentiality and professionalism in handling financial and tax information.
• 
  

Qualifications for Family Office Tax Accountant

• 
  
• Bachelor's degree in Accounting, Finance, or related field.
• 
  
• 3+ years of accounting, tax, or public accounting experience.
• 
  
• Experience with individual, trust, partnership, and business tax returns preferred.
• 
  
• Strong understanding of tax compliance, financial reporting, and accounting principles.
• 
  
• Proficient in Microsoft Excel and accounting software.
• 
  
• Excellent analytical, organizational, and communication skills.
• 
  
• Ability to manage multiple priorities while maintaining attention to detail.
• 
  
• CPA is a plus but not required.
• 
  

#LI-MS4 #INOCT2026 #INSEP2026 #ZRCFS Family Office Tax Accountant Family Office Tax Accountant Family Office Tax Accountant Family Office Tax Accountant Family Office Tax Accountant