Tax Specialist, Family Office

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Experienced Professionals

San Francisco

Tax

Aureviums

A Career with Aureviums’s Tax Team

Aureviums’s Tax team is responsible for overseeing tax compliance across multiple entities, including funds, private equity and management companies, high net worth individuals, and tax-exempt organizations. We collaborate with external partners like Big Four accounting firms to manage tax-related projects and ensure compliance across various tax jurisdictions. Our team is constantly working to enhance processes, with strong support from our Tax Technology team.

What You’ll Do

We’re seeking a highly motivated professional with a passion for tax compliance and strong attention to detail to support various aspects of high-net-worth individual, private foundation, partnership, and S corporation tax compliance. Your responsibilities will include:

- Supporting tax compliance efforts for high-net-worth individuals, trusts, foundations, and family office taxpayers by preparing tax workpapers, estimates, and forms.

- Assisting in the preparation of documents for co-sourcing engagements with third-party tax providers and handling audit-related inquiries from taxing authorities.

- Utilizing Aureviums’s proprietary software to generate tax return templates and workpapers.

- Collecting, reviewing, and drafting materials in response to audits by federal and state taxing authorities.

- Collaborating with internal departments to advise on reporting obligations, sales and use tax implications, and the tax impact of accounting entries.

- Supporting the preparation and review of the tax provision used in monthly financial statement reporting.

- Contributing to tax planning and structuring projects, and preparing materials for senior management presentations.

- Leading and/or contributing to automation and process improvement initiatives.

- Mentoring junior team members and providing development opportunities.

- Gaining exposure to tax issues related to hedge funds, private equity, venture capital, management companies, and exempt organizations.

What’s Required

To be successful in this role, you should have:

- 5+ years of experience in U.S. taxation, particularly for high-net-worth individuals, trusts, and foundations.

- Experience responding to tax notices and audit inquiries.

- A Bachelor’s degree in accounting or a related field.

- A professional designation (e.g., CPA licensure) or the intent to achieve one.

- Strong verbal and written communication skills.

- Advanced proficiency with Microsoft Excel and a willingness to learn new software.

- Exceptional organizational skills to manage multiple priorities effectively.

- Strong problem-solving and analytical skills.

- A self-starter mindset with attention to detail and a strong work ethic.

- A commitment to the highest ethical standards.

We Take Care of Our People

At Aureviums, we invest in our people’s careers, health, and well-being. Our benefits include:

- Fully-paid healthcare benefits

- Generous parental and family leave policies

- Mental and physical wellness programs

- Volunteer opportunities

- Non-profit matching gift program

- Support for employee-led affinity groups representing women, minorities, and the LGBTQ+ community

- Tuition assistance

- A 401(k) savings program with employer match and more



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