The Tax Senior provides tax compliance, accounting, analytical, and documentation support to the family office and corporate tax department. This position is responsible for preparing and organizing tax workpapers, schedules, reconciliations, filings, financial data, and supporting documentation to help ensure accurate and timely completion of tax compliance, reporting, and planning initiatives.

The ideal candidate has approximately 2–3 years of income tax experience, preferably in public accounting, with exposure to business and individual tax returns, workpapers, tax research, and client or internal tax deliverables. The role requires strong organization, attention to detail, comfort working with deadlines, advanced Excel skills, and practical familiarity with technology-enabled tools, including Microsoft Copilot, to support research, documentation, reporting, and workflow efficiency.

The incumbent in this position is expected to model the following practices on a daily basis: 1) Demonstrate alignment with the company's mission and core business values; 2) Collaborate with key internal/external resources; 3) Participate in ongoing self-development.