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Family Office Finance Manager
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Family Office Financ....
drjobs Family Office Finance Manager العربية

Family Office Finance Manager

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1 Vacancy
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Job Location

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- USA

Monthly Salary

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Not Disclosed

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Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Req ID : 2586122

The ideal candidate will have experience within a family office environment or supporting high net worth clients from an accounting and tax perspective

Interacting directly with the Ownership/Executive Group and reporting to the Chief Financial Officer the position provides complete and accurate reporting analyses and work product for the Corporate/Family office which includes:

Overseeing all activities of the general ledgers including cash and investments bank reconciliations verification of posted entries travel expenses etc. for the Ownership/Executive Group

Preparing the monthly financial statement close and reporting of various noncore Company operations including real estate and captive insurance companies and a foundation

Overseeing the preparation of the Companys and Ownership/Executive Group tax workpapers and review of tax returns which are prepared by an outside firm

Maintaining banking insurance and other relationships for certain subsidiaries of the Company and the Ownership/Executive Group

Providing support to the Companys accounting department for various real estate intercompany operations and other activities

Performing special projects as advised by the Ownership/Executive Group

Qualifications:

7 years of Accounting/Tax experience ideally within family office or a client service type industry

Experience supporting Company Ownership/Executive Management / high net worth clients

Outstanding analytical planning and organizational skills

Ability to multitask and maintain confidentiality of corporate/personal information

Availability to work extended seasonal hours

Bachelors Degree in Accounting or Finance CPA/MBA preferred

Employment Type

Full Time

Key Skills

  • Office Manager Experience
  • Microsoft Office
  • Management Experience
  • QuickBooks
  • Accounting
  • Office Experience
  • Dental Office Experience
  • Payroll
  • Administrative Experience
  • Eaglesoft
  • Human Resources
  • Bookkeeping

About Company

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