Tax Associate

In a world of noise, we find the signal — the pulse of potential. We weave the strands of talent, vision, and purpose into organizations that endure. Blending intelligence with intuition, we honor the human art of connection at the heart of every great company.

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

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.