Tax Advisor (Contract), Ascend Interplay

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*Please note that this opportunity is with the Ascend Interplay team (Interplay's multi-family office), not the venture capital team.

‍LOCATION

Remote, Ongoing Contract Position

JOB DESCRIPTION

We are looking for an experienced Tax Accountant to support our multi-family office, on a contract basis, by managing tax compliance and planning for family principals, trusts, and closely held entities. The role involves developing tax-efficient strategies, ensuring compliance with tax laws, and collaborating with internal teams and external advisors to deliver integrated financial solutions. This contract position will focus on delivering high-quality tax services during peak seasons and special projects. The ideal candidate will bring a detail-oriented approach and an understanding of the unique needs of our families.

WHAT YOU’LL DO

  • Prepare and file federal, state, and local tax returns for family principals, trusts, partnerships, and closely held entities.
  • Ensure compliance with all relevant tax laws, regulations, and deadlines.
  • Provide proactive advice on the tax implications of investment strategies, estate planning, charitable giving, and other financial decisions.
  • Support estate planning efforts by preparing tax projections for gifting, generation-skipping transfer tax, and other wealth transfer strategies.
  • Manage compliance with estate, gift, and trust tax reporting requirements.
  • Collaborate directly with family principals to address personal tax matters, such as residency, foreign income, or complex financial structures.
  • Conduct tax research to address unique client circumstances or special projects.
  • Work closely with internal and external advisors to ensure integrated financial and tax strategies.
  • Prepare detailed tax summaries and reports for family principals, ensuring clarity and transparency.

WHO YOU ARE

  • A self-starter and motivated to learn.
  • A problem solver and someone who’s not afraid to get their hands dirty.
  • A swiss army knife who can handle a multitude of different responsibilities.
  • You are organized.
  • You have experience managing timelines and are able to organize information into plans.
  • You have a creative mindset and can generate innovative ideas for events and marketing campaigns, always staying ahead of industry trends.
  • You are a proactive problem solver, capable of identifying potential issues and providing timely solutions.
  • You are a team player with excellent interpersonal skills, collaborating effectively with cross-functional teams and building strong relationships.
  • You are highly organized and capable of managing multiple priorities and deadlines while maintaining a high level of quality and professionalism.
  • You are tech-savvy and comfortable working with various software and tools related to marketing, event planning, content creation, and data management.
  • A person who gets things done finds a way around walls and pursues excellence.

REQUIRED SKILLS

  • 5+ years of tax-specific experience. Income tax experience is a plus.
  • Prior Family Office or relevant public accounting experience. 
  • Highly self-sufficient with an ability to prioritize.

PREFERRED SKILLS

  • CPA or LLM.

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