Senior Accountant

The Senior Accountant – Family Office will ensure the integrity of tax, accounting and reporting information for certain assets of the family and foundation. Essential Duties and Responsibilities:

• Perform daily, monthly and other periodic accounting functions as assigned including, but not limited to preparing journal entries, spreadsheets, and account reconciliations; drafting financial statements and other projects as assigned.

• Complete federal and multi-state partnership, partnership, trust, foundation, fiduciary and individual income and gift tax returns, some complex.

• Responsible for the integrity of the general ledger and financial statements of assigned entities, ensuring a timely and accurate close is completed.

• Maintain various management and financial reporting schedules for the assigned entities including summaries of key budget to actual variances and tracking of capital expenditure costs.

• Assist in the preparation of the annual budgets for the assigned entities.

• Prepare and/or review payment requests associated with the assigned entities.

• Coordinate with the tax team for the preparation of the year-end tax schedules and workpapers.

• Coordinate with the treasury team to forecast anticipated cash needs.

• Demonstrate commitment to mission, vision, and values.

• Maintain regular and predictable attendance.

• Seek out and accept feedback in a professional manner for continued learning and personal career development and growth.

Required Knowledge, Skills, and Abilities:

• Bachelor’s degree in accounting

• Minimum two years of work experience in tax and accounting

• CPA designation is preferred, but not required

• Must be detail oriented

• Intermediate to advanced experience with MS Word, MS Excel, MS PowerPoint and MS Outlook

• Proven experience successfully multitasking

• Possess strong collaborative and communication skills

• Must be extremely reliable and trustworthy, and maintain confidentiality