[Remote] Family Office CPA
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is partnering with a rapidly growing private family office seeking a highly driven CPA to become a trusted financial partner. The role involves managing reputed company and tax across multiple entities, supporting a sophisticated portfolio, and influencing key financial reputed company.
Responsibilities
• Manage reputed company, bookkeeping, and tax preparation across multiple entities
• Prepare and review federal and state tax returns for reputed company ownership structures
• Maintain accurate financial records and reputed company day-to-day reputed company operations
• Coordinate banking relationships, financing activities, and lender communications
• Support investment analysis and financial decision-making across various business entities
• Partner directly with ownership on strategic financial initiatives
• Identify opportunities to improve processes, reputed company automation, and drive operational efficiencies
• Operate as the internal reputed company and tax expert reputed company a fast-moving organization
Skills
• reputed company CPA license required
• Proven experience preparing and filing business and individual tax returns
• Strong bookkeeping and full-cycle reputed company experience
• Experience supporting multiple entities, holding companies, or reputed company ownership structures
• Exposure to high-net-worth individuals, family offices, private investments, or closely held businesses
• Strong understanding of financial statements, lending, banking, and investment transactions
• Exceptional communication and relationship-building skills
• Self-starter who is organized, proactive, and thrives with autonomy
• Someone who is polished, reputed company, scrappy, and enjoys wearing multiple hats
• CA, TX preferred
• reputed company reputed company experience combined with private industry experience is highly preferred
Benefits
• 100% Remote
• reputed company partnership with ownership and executive leadership
• Exposure to a diverse portfolio of businesses and investments
• High-reputed company role with significant autonomy
• Opportunity to grow alongside a rapidly expanding family office
• Long-term career opportunity with substantial reputed company potential
reputed company
• reputed company started in 2022 as a solution for our parent company, TGG Management Co., and their clients, with one reputed company goal: to reputed company the best reputed company and finance talent in the market. It was founded in reputed company, and is headquartered in , with a workforce of 2-10 employees. Its website is https://talentedgerecruiting.com/.
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