FAM Brands is seeking a Tax Senior to support the full spectrum of tax compliance, planning, and advisory functions across the family's investment entities, operating businesses, and personal holdings.
Requirements
- Prepare and review federal and state income tax returns for partnerships, LLCs, S-corps, trusts, and individual (1040) filings across the family's entity structure
- Support tax planning initiatives including bonus depreciation strategies, cost segregation analyses, opportunity zone investments, and charitable giving structures
- Monitor federal and state legislative developments (with particular attention to California conformity issues) and assess their impact on the portfolio
- Assist with quarterly and annual tax projections and estimated payment tracking across entities
- Maintain organized workpapers and documentation supporting tax positions taken across the portfolio
- Support responses to IRS and state tax notices and examinations as needed
- Accounting for the entities in the family office
- Utilize AI to assist with learning and improving daily workflows
Benefits
- Competitive base salary commensurate with experience
- Performance bonus
- Comprehensive benefits package
- Direct exposure to sophisticated investment structures and high-net-worth tax planning
- Collaborative, entrepreneurial environment with room for advancement