Financial Manager, (Family Office)
Financial Manager, (Family Office)
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Job Description
Tax Director
Our client is a private family office providing investment management estate planning tax and accounting services to a multigenerational high-net-worth family.
This position is full time in the office (no exceptions).
Key Responsibilities:
Manage day-to-day accounting functions and supervise internal staff
Close books monthly and prepare management reporting packages
Review financial statements (individuals partnerships trusts and corporate entities)
Oversee internal controls and implement financial process improvements
Manage risk management and insurance-related matters
Prepare and administer operating budgets; present to senior leadership
Review and approve trust and portfolio-related disbursements
Serve as liaison among trustees attorneys accountants and family members
Prepare and consolidate financial statements for LLCs
Calculate and manage partner/beneficiary distributions
Oversee banking relationships and accounts payable processes
Utilize accounting software: Accounting CS Fixed Assets CS PortfolioCenter (Envestnet)
Prepare quarterly federal and state estimated tax payments for individuals trusts estates and a private foundation
Prepare/review year-end tax schedules for submission to outside tax advisors
Oversee tax return preparation and conduct final review
Perform advanced tax research and planning; resolve complex tax issues
Maintain and update tax-basis spreadsheets across various entities (LLCs S-Corps partnerships trusts)
Draft tax-related correspondence to Trustees
Manage relationship with outside tax firm
Utilize tax software: BNA Tax Planner UltraTax TaxAct
Qualifications:
CPA required and a Bachelors degree in Accounting
10 years of relevant accounting with a heavy focus on high-net-worth tax.
Experience working with high-net-worth clients trusts estates partnerships and charitable entities
Supervisory experience with ability to lead and mentor accounting/tax staff
Proficiency with Microsoft Office Suite and relevant accounting/tax platforms
Trust and estate experience highly preferred
Base salary is $150000 - $175000 plus 15% bonus and solid benefits
Required Experience:
Manager
Employment Type
Full-Time
