Tax Senior

FAM BrandsBeverly Hills, CA
5d$90,000 - $100,000

About The Position

Envision Collection is a private investment management firm that sits within the FAM Brands family office, overseeing a diversified portfolio of alternative investments, real estate, private equity, and co-investment opportunities. We operate with the rigor of an institutional investment office and the agility of a closely held enterprise. We are seeking a Tax Senior to join our team and support the full spectrum of tax compliance, planning, and advisory functions across the family's investment entities, operating businesses, and personal holdings. This is a high-visibility role with direct exposure to complex, multi-layered tax structures and meaningful opportunity to grow within the organization.

Requirements

  • Bachelor's degree in Accounting, Finance, or related field; CPA license strongly preferred
  • 3–5 years of tax experience, ideally with a mix of public accounting (Big 4 or regional firm) and private/family office exposure
  • Strong technical foundation in partnership taxation (K-1s, 704(b), 754 elections), pass-through entity structures, and real estate tax rules
  • Familiarity with depreciation regimes including Section 168(k) bonus depreciation and Section 179
  • Experience with California state tax compliance a strong plus
  • Comfort with AI or willingness to learn
  • Proficiency in Quickbooks Online and Microsoft Excel
  • Ability to manage multiple deadlines with a high degree of accuracy and discretion
  • Strong written and verbal communication skills; comfortable interfacing with senior stakeholders
  • Ability to navigate an ambiguous environment

Responsibilities

  • 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
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