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Tax Strategy Accountant

Job Functions:
Accounting & Finance
Employment Types:
United States; California, USA; South Carolina, USA; Florida, USA
Posted on:

Tax Strategy Accountant

Are you a tax professional with experience advising high net-worth clients, able to prepare complex tax returns and tailor comprehensive tax strategies and solutions? Are you able to take ownership of key projects and deliverables, as well as manage ambiguity?

We are looking for a Tax Strategy Accountant to support our family office for crypto native clients.

Responsibilities: • Advise high net-worth clients on a full spectrum of financial planning and tax services including tax compliance, wealth transfer, liquidity event planning, and charitable giving. • Timely and accurately prepare tax forms and compliance documents, including income tax returns, gift tax returns, and foreign income-related tax documentation. • Keep tax liability at a minimum by leveraging deductions, exemptions, and high-level knowledge of tax laws. • Prepare complex international tax-related financial statement calculations, entries, and disclosures. • Conduct and summarize domestic and international tax research, which includes documenting tax positions taken on returns and for proposed transactions. • Record-keeping and documentation for clients, including cryptocurrency, token/SAFE, and venture capital transactions. • Collaborate with team members to communicate tax strategies to coworkers and clients. • Collaborate with outside counsel to assist with simple international tax controversies by responding to information requests from tax authorities, preparing work papers, and gathering other documentation to support the client’s tax position. • Independently manage tasks and communicate well with clients and team members.

Requirements: • Bachelor’s degree in Accounting, Finance, Business or Equivalent • CPA required, advanced degree preferred (ie: MBA or JD) • Wealth management industry (family office) experience essential, crypto experience preferred • A minimum of at least 7 years of tax experience (tax return preparation, financial reporting, compliance, audit, planning) or equivalent, preferably with a major public accounting firm, wealth manager (family office) or multi-national company • Excellent written and oral communication skills • Highly motivated individual with the ability to adapt to a rapidly changing work environment, multi-task, and complete deliverables within time constraints and deadlines


• Competitive pay with innovative bonus structure • Dynamic and collegial small team working from all over the world in fields that are shaping the future of our society • As a modern employer, we offer you contemporary working conditions, a lot of space to develop yourself alongside the company as well as exciting and challenging projects • Competitive compensation • Dynamic work and team atmosphere with flat hierarchies and entrepreneurial spirit

About Us

Dialectic is a Swiss capital enterprise focusing on alternative assets. Dialectic was founded on the concept that rigorous research and debate, by a team of extraordinarily talented professionals produces truth; and in turn, an understanding of truth produces outlier returns

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