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General Summary of Position:

Responsible for organizing and managing constituents’ accounts, including the completion of assignments, tasks and project components as well as coaching, advising and directing team members in meeting constituent and self-development expectations.

 

Essential Job Responsibilities:

  • Supervise and review bookkeepers on accounts managed.
  • Prepare and review annual tax returns.
  • Prepare and review payroll tax filings. 
  • Prepare and review income tax projections.
  • Review quarterly and monthly financial statements and bank reconciliations prepared by bookkeepers.
  • Work with family investment managers, attorneys, insurance representatives, trustees, etc. as needed.
  • Administer various trusts and private foundations.
  • Assume additional responsibilities and perform special projects for various family members’ issues as needed. 
  • Occasional travel. 

 

Education and Experience:

  • Bachelor’s degree in Accounting or in lieu of degree minimum 6 years of related experience in an accounting firm or family office.
  • Credentials such as CFP, CPA or EA preferred, but not required.

 

Qualifications/Skills Required:

  • Proficient with tax preparation, tax planning, Microsoft system software.
  • Excellent verbal and written communication skills with family office constituents, staff and constituent providers. 
  • High ethical standards, integrity and confidentiality.
  • Ability to organize, work effectively, meet deadlines and multitask. 
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