Our client is an outsourced family office that is looking to add an Associate Accounting Manager to their team. This role is open due to growth, and they love to hire candidates with tax experience who are looking to transition into a more holistic accounting role.
We have hired for this team before, and everyone we have placed there loves it and is still with the company. The role also offers great work-life balance, flexibility, and fantastic benefits.
Duties include, but are not limited to:
• Prepare individual and corporate tax returns, workpapers, and quarterly estimated tax payments.
• Prepare budgets, cash-flow projections, cash-needs reports, and financial analyses.
• Review client disbursements for accuracy, documentation, and client approval requirements.
• Monitor income, expenses, cash balances, and upcoming obligations.
• Assist with general ledger activity, reconciliations, financial statements, and client reports.
• Review contracts and deal documents for payment, tax, and cash-flow considerations.
• Support year-end planning, entity closes, payroll, distributions, and tax withholding.
• Communicate with clients and coordinate with outside advisors, including attorneys, tax advisors, investment managers, insurance professionals, and agents.
• Assist with real estate, financing, escrow, and other significant client transactions.
• Perform other accounting, tax, and duties as assigned.
Qualifications
• Bachelor’s degree in Accounting, Finance, Business, or a related field.
• CPA license or active CPA-track status preferred.
• Prior accounting and tax-preparation experience required. Knowledge of individual, entity, partnership, and multistate tax compliance; international tax experience is a plus.
