Senior Tax Accountant, Family Office

About the Role

Total Wine & More is seeking a Senior Tax Accountant, Family Office to join our Finance team in our Bethesda, MD office. The Senior Tax Accountant will perform various tasks within its growing corporate income tax and family office functions to support Total Wine & More and its shareholders. Primary responsibilities include preparing income tax returns and supporting workpapers for both the company and its shareholders, responding to tax notices, and maintaining accounting books and records. This role will report to the Senior Manager, Tax.

You will

• Prepare annual federal, state and local income tax returns and quarterly tax calculations for family office members, including high-net-worth individuals, trusts, foundations and special purpose entities
• Prepare annual federal, state and local income tax returns and quarterly tax calculations for the company’s partnership and Subchapter S legal entities
• Support the day-to-day aspects of the corporate income tax and family office functions, including responding to tax notices, assisting with tax audits, and providing as-needed tax research assistance to the broader department and organization
• Prepare and maintain accounting records, bank and investment reconciliations and other supporting information for family office members
• Prepare personal financial statements, cash flow statements, budgets and ad hoc reports
• Perform other tasks as assigned.

You will come with

• Bachelor’s degree in Accounting or Finance
• 2-4 years of income tax experience in public accounting, a corporate tax department or a single or multi-family office
• Strong organizational and time management skills
• Ability to work independently and as a member of a team
• Strong attention to detail
• Advanced level of skill with Microsoft Excel.

We offer

• Paid Time Off (PTO) 
• Generous store discounts 
• Health care plans (medical, prescription, dental, vision) 
• 401(k), HSA, FSA, Pre-tax commuter benefits 
• Disability & life insurance coverage 
• Paid parental leave 
• Pet insurance 
• Critical illness and accident insurance 
• Discounted home and auto insurance 
• College tuition assistance 
• Career development & product training 
• Consumer classes 
• & More! 

Grow with us

Total Wine & More is the country's largest independent retailer of fine wine, beer and spirits, and we continue to grow our footprint year over year. Total Wine offers exciting and unique career opportunities across the country and in our corporate office. Our strength is our people. We have a commitment to training and career growth, all in an environment that values new ideas and teamwork. If you share our entrepreneurial spirit and a passion for providing best-in-class customer experience, take a moment to apply or learn more at www.careers.totalwine.com!    

Total Wine & More considers several factors when establishing compensation. Estimated salaries determined by third parties have not been validated by Total Wine & More. Compensation may vary based on a number of factors including, but not limited to, market location, job-related knowledge, skills and/or experience.

Total Wine & More is an equal opportunity employer and all qualified applicants will receive consideration for employment without discrimination based on race, color, religion, national origin, sex, sexual orientation, age, marital status, veteran status, disability, or any other characteristic protected by applicable law. Total Wine & More makes reasonable accommodations during all aspects of the employment process, including during the interview process. Total Wine & More is a Drug Free Workplace. 

The information provided above indicates the general nature and level of work required of the position and is not a comprehensive list of all responsibilities or qualifications. Benefits list is only a highlight of some of the benefits offered to team members; eligibility for certain benefits apply.

Pay Range:

$70,470.00 – $114,400.00