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Tax Associate

About the Job

Signal & Strand is partnering with a private investment office overseeing a diversified portfolio of alternative investments, real estate, private equity, and co-investment opportunities on behalf of a high-net-worth family. This environment combines the rigor of an institutional platform with the agility of a closely held enterprise.

This is a high-visibility role supporting tax compliance, planning, and advisory work across investment entities, operating businesses, and personal holdings. The position offers exposure to complex, multi-layered structures and a strong foundation for long-term growth.

The Mandate

Support tax compliance across a complex portfolio of entities and investments
Assist in tax planning initiatives across structures and asset classes
Ensure accuracy, organization, and strong documentation across filings
Stay current on evolving tax regulations and support impact analysis
Contribute to broader financial operations within the family office

Key Responsibilities

Prepare federal and state tax returns across partnerships, LLCs, S-corps, trusts, and individual filings
Support tax planning initiatives including bonus depreciation, cost segregation, opportunity zone investments, and charitable strategies
Monitor federal and state tax legislation, with a focus on California, and assist in assessing portfolio impact
Assist with quarterly and annual tax projections and track estimated payments across entities
Maintain organized workpapers and documentation supporting tax positions
Support responses to IRS and state tax notices or audits
Contribute to accounting processes across family office entities as needed
Identify opportunities to improve workflows, including the integration of AI tools

Ideal Profile

Bachelor’s degree in Accounting, Finance, or related field; CPA in progress preferred
2–3 years of tax experience, ideally within public accounting or a family office environment
Foundational understanding of partnership taxation, including K-1s and pass-through entities
Exposure to real estate tax structures and depreciation frameworks is a plus
Familiarity with California tax compliance is preferred
Proficiency in QuickBooks Online and Excel
Highly detail-oriented with strong organizational skills and ability to manage multiple deadlines
Strong communication skills and comfort working with senior stakeholders

Location & Work Model

Beverly Hills, CA
On-site or hybrid environment aligned with team needs

Compensation

$100,000 base salary + bonus
Comprehensive benefits package
Final package aligned with experience and qualifications

Base Compensation Range

$100,000—$100,000 USD

Equal Opportunity & Non-Discrimination Statement
Signal and Strand is an Equal Opportunity Employer. We—and our clients—do not discriminate in employment or contracting on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, registered domestic partner status, military or veteran status, or any other characteristic protected under applicable federal, state, or local laws.

We comply fully with the provisions of the U.S. Equal Employment Opportunity Commission (EEOC) and the California Fair Employment and Housing Act (FEHA). All employment decisions are made based on qualifications, merit, and business needs. We are committed to providing a workplace that is inclusive, respectful, and free from discrimination, harassment, and retaliation.

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