Accounting Manager

We have been retained by a family office/foundation to recruit an accounting leader
.

S/he will report directly to the Director of Accounting and will manage two Senior Accountants. Key responsibilities include the following:

• Private foundation accounting and tax requirements
• Oversee accounting in Quick Books and lead implementation of new accounting software
• Accounting for transactions in the proper entity and reconciling enterprise-wide control totals to investment statements
• Preparation of monthly financial statements for approximately 5 entities
• Assisting in preparation of schedules for the annual audit of two entities and responding to requests from auditors
• Taxation and filings, (including estimated tax payments) for: corporations, trusts, individuals, private foundations, and gift tax
• Working with tax laws/reporting of foreign tax investments including PFICs, K2, K3s, Foreign Tax Credits
• Review of tax workbook and supporting documents for compliance of US federal and state tax laws including quarterly estimates, extensions & annual returns
• Review tax returns prepared by external firm

• Minimum 6 years of experience in public accounting and preferably family office or private foundation
• Experience supervising staff and managing team performance
• Demonstrated record of advancement and ability to expand responsibilities/scope of work
• Proficient with Microsoft Office products including Excel, Word, Quick Books and Sage Intacct
• Ability and willingness to work on-site
• Willingness and ability to travel to external meetings and convenings
• Bachelor’s or master’s degree in accounting; CPA is required
• Ability to organize, prioritize multiple entities with varying deadlines
• Strong attention to detail with ability to meet deadlines
• Time management
• Ability to work in fast-paced, deadline-driven environment
• Anticipates and moves effortlessly among multiple tasks; is extremely organized; can be at once detailed-oriented without losing sight of the bigger picture
• Internally driven and dedicated team player
• Superb verbal and written communicator and relentless problem solver
• Always willing to go the extra mile
• Unquestioned discretion on all matters relating to family and office issues
• Courageous but tactful
• Unfailingly positive outlook and demeanor
• Lifelong learner who demonstrates curiosity and a desire to expand responsibilities
• Strong analytical skills, service orientation, excellent interpersonal skills
• Dependable, accurate, and conscientious with a strong sense of team effectiveness
• Strong intellectual curiosity and a desire for personal growth
• Ability to work independently and as a team member
• Deep alignment with the Foundations’ mission, vision, values, and commitment to impact.