Family Office Accounting, Tax Associate – Part Time

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🏄 California – Remote

🏄 California – Remote

💵 $25 - $35 / hour

⏱ Part Time

🟢 Junior

🟡 Mid-level

🧾 Accounting Manager

🚫👨‍🎓 No degree required

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Tax Alchemy

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2020

💼 Consulting

💸 Finance

🏠 Real Estate

Consulting • Finance • Real Estate

Tax Alchemy is a tax strategy and advisory firm that teaches business owners, entrepreneurs, and real estate investors how to significantly reduce their tax bills through advanced, IRS-compliant planning and hands-on implementation. The company specializes in entity structuring, cost segregation, depreciation strategies, 1031 exchanges, tax-advantaged retirement planning, and comprehensive tax strategy analysis, and it provides ongoing execution support, tax filing for advisory clients, and training for CPAs. Tax Alchemy targets high-income individuals and businesses with flat-rate advisory engagements and a guarantee that clients will save more than the fee paid.

📋 Description

• Perform ongoing bookkeeping and account reconciliations using QuickBooks Online • Review and categorize transactions and investigate unidentified or unusual financial activity • Review general ledgers and identify missing, incorrect, or potentially misclassified transactions • Prepare proposed journal entries and accounting adjustments for senior review • Maintain charts of accounts and supporting financial schedules • Prepare preliminary P&Ls, balance sheets, general ledgers, and other financial reports • Coordinate collection, organization, and delivery of tax preparation and tax planning information • Coordinate tax organizers and supporting documentation • Maintain K-1s, investment statements, closing documents, entity records, and other tax-related information • Work with tax professionals to resolve outstanding information requests • Maintain information supporting client balance sheets, net-worth statements, and family-office reporting • Track financial information across closely held businesses, real estate, private investments, and personal assets and liabilities • Assist with mapping entity ownership and financial relationships across LLCs, partnerships, S corporations, holding companies, trusts, and other structures • Maintain accurate accounting and tax records within Canopy and other firm systems • Communicate directly with clients to request documentation, clarify transactions, and resolve accounting-related questions • Schedule and lead routine bookkeeping, accounting, and documentation calls • Manage day-to-day activity within the bookkeeping inbox • Collaborate with Client Services, senior accounting professionals, and tax professionals to keep deliverables moving • Escalate blockers proactively and maintain responsiveness to client and internal requests

🎯 Requirements

• Minimum 2 years of hands-on QuickBooks bookkeeping/accounting experience • Experience with reconciliations, transaction categorization, general ledger review, and maintaining financial records • Experience working with individuals and/or small-to-middle-market businesses with meaningful financial activity • Strong understanding of basic accounting principles and financial statements • Strong organizational skills and ability to independently drive work to completion • Strong written and verbal communication skills for professional interaction with sophisticated clients • Working proficiency in Microsoft Excel • Ability to investigate and resolve financial questions before escalating or requesting client information • Ability to dedicate approximately 15–25 hours per week, including normal business-hour availability • Access to confidential client financial information and completion of required background screening • Preferred: experience with tax preparation, tax accounting, or private-client tax matters • Preferred: experience serving high-net-worth individuals, entrepreneurs, or closely held businesses • Preferred: background in family office, CPA firm, outsourced accounting/CAS, private-client tax, or similar professional services • Preferred: CPA or Enrolled Agent credential, or progress toward one • Preferred: graduate or professional education in accounting, taxation, finance, business, law, or a related discipline

🏖️ Benefits

• Paid holidays • Work from home with hybrid optional • 401(k) with company match • Paid vacation and sick days • Professional development and mentoring