Part Time
$9/Hour
TBD
Oct 15, 2026
Tax Accountant – Private Family Office Wealth
Newark Advisory Consultants, LLC
Position Type: Part-Time (Potential for Full-Time Conversion)
Industry: Private Family Office / Wealth & Asset Management
Location: 100% Remote – Philippines
Compensation: $9.00 USD per Hour + 10% Performance-Based Monthly Bonus
Position Overview
We are seeking an experienced, detail-oriented, and client-focused Part-Time Tax Accountant to support multiple private family offices serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families.
The ideal candidate will have experience in individual, trust, estate, partnership, and investment-related taxation, along with exceptional client-facing communication skills. This role involves direct client interaction, tax preparation and compliance, and coordination with external tax advisors and family office professionals.
This position offers the potential for full-time conversion based on individual performance, organizational needs, and position availability.
Primary Responsibilities
• Serve as a primary point of contact for clients, proactively requesting tax documentation (PBC lists), communicating via phone and
• Prepare and review federal and state tax returns for HNW individuals, trusts, estates, partnerships, LLCs, corporations, and other family-owned entities.
• Prepare quarterly estimated tax calculations, annual tax projections, and related payment schedules.
• Review financial statements, general ledgers, investment statements, Schedules K-1, Forms 1099, and other supporting tax documentation.
• Support tax planning related to investment income, capital gains, trusts, estates, wealth transfers, and family-owned entities.
• Research federal and state tax regulations and assist with tax notices, audits, and multistate reporting requirements.
• Coordinate with external CPAs, tax attorneys, wealth advisors, and family office accounting teams to facilitate tax preparation and compliance.
• Maintain organized tax records, track filing deadlines, and manage outstanding client requests and deliverables.
• Assist with tax-related reconciliations, year-end adjustments, and special projects as assigned.
Qualifications
Required Qualifications
• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum of 2 years of tax preparation, compliance, or accounting experience, preferably serving HNW individuals, trusts, partnerships, or privately held entities.
• Strong knowledge of U.S. federal and state individual, partnership, and fiduciary taxation, including Forms 1040, 1041, 1065, and 709.
• Exceptional client-facing communication and interpersonal skills, with the ability to professionally engage HNW clients, clearly communicate documentation requirements, and proactively manage follow-ups.
• Familiarity with investment-related tax reporting, including capital gains, investment income, and Schedules K-1; Form 1065.
• Proficiency in Microsoft Excel, including formulas, data analysis, and reconciliations, and other tax preparation software.
• Strong organizational skills, attention to detail, and ability to independently manage multiple priorities and deadlines.
• High level of professionalism, discretion, and confidentiality when handling sensitive client financial information.
Preferred Qualifications
• Four (4) or more years of tax preparation, compliance, or accounting experience, preferably serving HNW individuals, trusts, partnerships, or privately held entities.
• Certified Public Accountant (CPA).
• Experience in a single-family office, multi-family office, private wealth management firm, or public accounting practice serving HNW/UHNW clients.
• Knowledge of estate and gift taxation, family investment partnerships, trusts, real estate, and alternative investments.
• Experience with CCH Axcess, ProSystem fx, UltraTax, or similar tax software.
Work Arrangement & Full-Time Conversion Opportunity
This is a 100% remote, part-time position based in the Philippines. Candidates must be available for scheduled meetings and client communications during designated U.S. business hours. Additional flexibility may be required during peak tax seasons and filing deadlines.
High-performing candidates who demonstrate strong technical expertise, exceptional client service, and consistent reliability will be considered for full-time conversion, subject to business needs and position availability.
Compensation
• Range Base Pay: $7.00 - $9.00 USD per hour depending on experience.
• Performance-Based Monthly Bonus: Eligible for a monthly bonus of up to 10% of base earnings, based on demonstrated performance, quality and accuracy of work, timely completion of assignments, client service, and achievement of established performance expectations. Bonus payments are subject to management review and discretionary approval.
About the Opportunity
This role provides the opportunity to support multiple high-net-worth families in a specialized private wealth environment, with exposure to investment structures, trusts, partnerships, and family-owned entities.
We are seeking a dependable tax professional who combines technical expertise with exceptional client service, professionalism, and discretion and is interested in a potential long-term opportunity with the firm.
About Newark Advisory Consultants LLC
Newark Advisory Consultants LLC is a private boutique family-owned financial services firm dedicated to serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and privately held businesses. We specialize in providing personalized financial management, accounting, tax coordination, and family office support services tailored to the unique needs of our clients. With a focus on professionalism, discretion, and long-term relationships, our firm works closely with clients and their trusted advisors to help navigate complex financial matters, preserve generational wealth, and support their evolving financial goals. We pride ourselves on delivering attentive, high-quality service built on integrity, confidentiality, and a commitment to excellence through our professionals.
Please forward to us in a message a copy of your current resume for consideration. Also include one sentence why you should be considered for this role. Should your qualifications meet our needs for an interview, a member of our team will contact you directly. Thank you for your interest.