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Palo Alto, CA 94304

Industry: Accounting / Finance Job Number: 3024

Job Description



Venture capital firm is currently looking for a Senior Accountant to assist with tax services. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment.

The finance group, which provides support to the venture capital firm and the families associated with its managing directors, currently has twenty-two people including the Chief Financial Officer and six directors.

Primary Responsibilities:

  • Preparing income tax returns for various individual, partnership and fiduciary returns for the family office
  • Planning for and preparing quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office
  • Researching tax related issues
  • Responding to tax notices
  • Assisting Tax managers with special projects on an as-needed basis



  • Four-year college degree in accounting, finance, or economics required; CPA a plus
  • At a minimum, 4 years of experience preparing individual tax returns; ideal candidates will have some experience working with ultra-high net worth clients and will have prepared investment partnership and fiduciary tax returns
  • Proficiency using CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner a plus
  • Competency with Adobe and MS Office products, especially Excel
  • Excellent oral and written communication skills
  • Strong organizational, analytical and technical abilities
  • Detail-oriented
  • Highly motivated; a self-started who can work with minimal supervision in a team-oriented environment
  • Knowledgeable about the venture capital industry and investments a plus


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About Palo Alto, CA

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