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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. The Manager position reports to the Group Leader and works well with all of the other professional service providers.
Job Responsibility:
Management of quarterly Financial Statements and custom reports for all Individual, S Corporation and Foundation enterprises
Review and manage annual Fair Market Value Balance Sheet project
Manage annual tax return process for Individuals, Partnerships, S-Corporations and Foundations
Review tax projections and quarterly estimates
Identify and research tax issues, consult with internal tax experts
Review and reconcile journal entries and general ledger for multiple individuals, LLC’s, partnerships, S-Corporations and foundations
Review insurance policies, claims and schedules for individuals, personal entities and foundations
Mentor and develop staff accountants within Individual/Foundation Group
Identify future needs of the family office accounting function and recommend appropriate plans/actions
Lead and manage special projects, as needed
Requirements:
A minimum of 7-10 years’ of public accounting or similar family office experience with emphasis on individuals, partnerships, trusts and not-for-profit entities
Relevant undergraduate degree required
CPA preferred
What we offer:
medical, vision, dental, life, and disability insurance