Senior Tax Staff Accountant

Primary Responsibilities

• Prepare and review individual, corporate (S corp and C corp), partnership, estate, trust, fiduciary, and exempt organization tax returns
• Review General Ledger and reports to assist in preparation of tax projections
• Perform tax research and planning, as needed, to solve client’s tax issues
• Correspondence regarding tax notices, jurisdictional issues, and/or tax audits
• Affirmation of financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.
• Affirmation of various business management tasks (such as purchase and sale of real estate, royalty allocations, prepping RMD schedules, international employment documents, etc.)
• Informal supervision and training of Staff Accountant(s)

Qualifications

• 4+ years in preparation and/or review of individual, corporate, partnership, and trust tax returns for preferably entertainment and HNW individuals
• Bachelor's degree is required
• Master's degree, with 4+ years in a similar role is highly preferred
• Familiarity with CCH Axcess or Engagement is preferred
• CPA or CPA eligibility is a plus
• Organization skills with a high attention to detail is necessary
• Capability to learn new systems and process information quickly
• Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)

About the Role

Gelfand, Rennert & Feldman is a leading financial services firm offering integrated wealth management, family office, and business management services. The firm blends deep expertise and expansive resources with a boutique, client-first fiduciary philosophy to help individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. The firm provides team members the flexibility to work a hybrid schedule, with potential for in-office work up to 3+ days per week, out of their Century City, CA office.

Pay

The annualized base pay range for this role is expected to be between $82,000 - $125,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.

Benefits

The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.

Focus Financial Partners

Focus Financial Partners is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.