Accounting, Analysis Skills, Certified Public Accountant (CPA), County Ordinances, Detail Oriented, Identify Issues, Public Accounting, State Laws and Regulations, Tax Accounting, Tax Planning, Tax Regulations, Tax Reporting, Tax Returns, Team Player
We are seeking a detail-oriented and intellectually curious Senior Accountant to join a growing family office environment. This role focuses on individual, foundation, and entity-level tax work, supporting a diverse investment portfolio with complex structures.
This is an ideal opportunity for someone on a CPA or EA track who wants exposure to sophisticated tax scenarios while maintaining a balanced workload in a collaborative, high-ownership environment.
What You'll Do
- Prepare and review individual and entity tax returns
- Support foundation-related tax compliance and reporting
- Work across multiple entities and investment structures
- Assist with tax planning and forward-looking analysis
- Execute and improve tax workflows and processes
- Ensure accuracy and timeliness of filings
- Identify issues proactively and think through next steps and implications
- Collaborate with internal stakeholders and external advisors as needed
What We're Looking For
- Bachelor's degree in Accounting (required)
- Pursuing or interested in CPA or EA designation
- 3+ years of tax experience, including:
- Individual returns
- Exposure to entity-level tax work
- Foundation tax experience is a plus
- Working knowledge of tax workflows and compliance processes
- Experience with CCH Axcess (or willingness to learn)
- Strong attention to detail and organization
- Inquisitive mindset - someone who naturally asks "what's next?"
- Comfortable working in a small team with high ownership
Why This Role
- Exposure to complex tax work across a diverse portfolio
- Opportunity to grow into more advanced responsibilities
- Strong support for CPA / EA development
- Collaborative, tight-knit team with strong visibility
- Balanced workload compared to public accounting
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.
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Ledgent Finance & Accounting