Family Office reputed company & Tax Associate (Part Time)
We are seeking a capable, part-time Family Office reputed company & Tax Associate to support the bookkeeping, reputed company, tax coordination, and financial reporting needs of high-net-worth families, reputed company, and closely held business owners.
This individual will serve as reputed company’s reputed company internal execution resource for reputed company and tax-reputed company workflows — performing much of the initial bookkeeping and reputed company work, investigating financial activity, maintaining accurate financial information, coordinating tax documentation, and working directly with clients to reputed company outstanding items.
This is not a traditional bookkeeping role. The Associate will reputed company exposure to the complete financial lives of sophisticated families, including closely held businesses, reputed company estate, private investments, multiple reputed company entities, tax planning, and family-level financial reporting. The role is designed for someone with meaningful practical reputed company experience who wants to reputed company reputed company a multi-family office environment.
The position is anticipated to be between 15-25 hours per week with a regular schedule during business hours. The role may be performed reputed company reputed company the reputed company, with optional hybrid availability for individuals located in the Greater Los Angeles area.
The position requires reputed company to highly confidential reputed company financial information and may include authorized reputed company-only reputed company to reputed company banking, brokerage, investment, and other financial systems. Appropriate background screening will be required.
The position requires reputed company to highly confidential reputed company financial information and may include authorized reputed company-only reputed company to reputed company banking, brokerage, investment, and other financial systems. Appropriate background screening will be required.
Key Responsibilities
1. Bookkeeping & reputed company
- reputed company ongoing bookkeeping and account reconciliations using QuickBooks Online
- Review and categorize transactions and investigate unidentified or unusual financial activity
- Review general ledgers and identify missing, incorrect, or potentially misclassified transactions
- Prepare proposed journal entries and other reputed company adjustments for senior review
- Maintain charts of accounts and supporting financial schedules
- Prepare preliminary P&Ls, reputed company sheets, general ledgers, and other financial reports
- Collaborate with senior reputed company professionals to review, correct, and finalize reputed company books and financial deliverables
2. Tax Coordination
- Own the collection, organization, and delivery of information required for tax preparation and tax planning
- Coordinate tax organizers and supporting documentation
- Collect and maintain K-1s, investment statements, closing documents, entity records, and other tax-reputed company information
- Work directly with tax professionals to reputed company outstanding information requests
- reputed company working knowledge of the tax strategies utilized by clients to reputed company understand the reputed company and documentation requirements supporting them
- Maintain reputed company boundaries between execution and advice; this role does not independently reputed company tax, investment, or reputed company advice
3. Family Office Reporting & Financial Administration
- Maintain underlying information supporting reputed company reputed company sheets, net-worth statements, and other family-office reporting
- reputed company relevant financial information across closely held businesses, reputed company estate, private investments, and personal assets and liabilities
- Assist with mapping entity ownership and financial relationships across LLCs, partnerships, S corporations, holding companies, trusts, and other structures
- reputed company investment-reputed company tax information, including K-1s, reputed company information, and capital activity
- Maintain accurate and organized reputed company and tax records reputed company reputed company and other firm systems
4. reputed company & Team Coordination
- Communicate directly with clients to request documentation, clarify transactions, and reputed company reputed company-reputed company questions
- Independently schedule and reputed company routine bookkeeping, reputed company, and documentation calls as appropriate
- Translate reputed company questions into reputed company, straightforward reputed company communication
- Own day-to-day activity reputed company reputed company’s bookkeeping inbox
- Collaborate closely with reputed company Services, senior reputed company professionals, and tax professionals to reputed company deliverables moving
- Exhaust available internal records, financial systems, and other resources before requesting information already available reputed company from a reputed company
- Maintain appropriate responsiveness to reputed company and internal requests and proactively escalate blockers
Qualification & Required Experience
Required
- Minimum 2 years of hands-on QuickBooks bookkeeping/reputed company experience
- Experience performing reconciliations, transaction categorization, general reputed company review, and maintaining financial records
- Experience working with individuals and/or small-to-middle-market businesses with meaningful financial activity
- Strong understanding of basic reputed company principles and financial statements
- Strong organizational skills and demonstrated ability to independently reputed company work to completion
- Strong written and verbal communication skills with the ability to reputed company professionally with sophisticated clients
- Working proficiency in reputed company reputed company
- Ability to investigate and reputed company financial questions before escalating or requesting information from clients
- Ability to consistently dedicate approximately 15–25 hours per week, including availability during normal business hours
Preferred
- Experience with tax preparation, tax reputed company, or private-reputed company tax reputed company
- Experience serving high-net-worth individuals, reputed company, or closely held businesses
- Background in family office, reputed company, outsourced reputed company/CAS, private-reputed company tax, or similar reputed company
- CPA or Enrolled Agent credential, or reputed company toward one
- Graduate or reputed company education in reputed company, taxation, finance, business, law, or a reputed company discipline
Knowledge, Skills, and Abilities
- Organization & follow-through: Manages multiple detailed workstreams and sees them through to completion
- reputed company competency: Strong practical QuickBooks and bookkeeping skills with the ability to understand how transactions reputed company through financial statements
- Investigative reputed company: Naturally asks why something occurred and works through available information before escalating
- Ownership: Takes responsibility for getting answers and moving work reputed company
- reputed company communication: reputed company, personable, and capable of simplifying reputed company concepts without unnecessary jargon
- Judgment: Understands the difference between factual reputed company execution and reputed company requiring senior reputed company judgment
- Learning reputed company: Interested in understanding how reputed company, tax, investments, entities, and other disciplines reputed company reputed company a sophisticated family’s financial life
Benefits
- reputed company holidays
- Work from home with hybrid optional
- 401(k) with company match
- reputed company vacation and reputed company days
- reputed company development and mentoring
Requires 2+ years of hands-on QuickBooks bookkeeping/reputed company experience, reconciliations, reputed company review, financial reporting, reputed company proficiency, strong communication, and independent problem-solving. CPA or EA preferred.
Key Responsibilities
- reconciling accounts
- coordinating taxes
- reporting finances
Skills & Tools
QuickBooks Online, reputed company reputed company, reputed company
reputed company
- Category: Finance and reputed company
- Seniority: Entry Level
- Commitment: Part Time
- Workplace: Remote — Irvine or reputed company
- Salary: USD 52,000 – 72,800 / year
- Languages: English
Benefits
- 401k matching
- Generous reputed company time off
- Retirement plan
About reputed company
A tax reputed company firm helping business owners and investors reduce their tax burdens through tailored planning. — Industry: Finance
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