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The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management, financial management, treasury, insurance, and technology services to the enterprises of two wealthy families, including business entities, trusts, individuals and foundations.
Job Responsibility:
Will be assigned to multiple clients, with a focus on not-for-profit entities including 501(c)3 private foundations and supporting organizations and 501(c)4 trusts
responsible for all aspects of accounting, tax, legal and financial management and analysis functions for assigned clients
Manage and review the accounting for assigned clients including reviewing journal entries and general ledger account reconciliations
Oversee and manage the tax projection and tax return processes for assigned clients including identification and resolution of tax issues in consultation with in-house tax experts and review of tax projections, tax workpapers and tax returns
Coordinate and provide transaction support to the family and foundation investment organizations, including drafting board packages, reviewing and coordinating execution of transaction documents, and coordinating treasury support upon closing
Interpret governing documents (e.g. operating agreements and by-laws) and apply the provisions of the governing documents to the management and accounting for an entity
Coordinate with external advisors in the execution of responsibilities associated with management of assigned clients
Provide day-to-day business and accounting management to certain professional service providers such as budget and projection preparation, quarterly billing, processing reimbursable expenses, etc
Mentor, train and manage staff accountants and managers to meet deadlines and prioritize projects/workload
Identify, develop and oversee the execution of improvements to internal processes
Requirements:
A minimum of 10+ years’ of public accounting or similar family office experience with emphasis on not-for-profit entities
Relevant undergraduate degree required
CPA preferred
Strong proficiency in Microsoft Office, specifically Excel