Sr. Accountant

Senior Accountant

The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management, financial management, treasury, insurance, and technology services to the enterprises of two wealthy families, including business entities, trusts, individuals and foundations. The Senior Accountant position reports to the Group Leader and Sr. Manager of the Individual/Foundation Group and provides a unique opportunity for a qualified candidate to leverage his or her accounting, financial analysis and project management within the group.

Key Duties & Responsibilities

• Maintenance and review of general ledgers, including preparation of accounting entries for the day-to-day transactions and other activity.
• Preparation and review of electronic tax work papers and tax returns for individuals, foundations and partnerships, including analysis of tax issues.
• Preparation and review of financial analysis such as tax projections, cash flow and liquidity planning and budgets.
• Preparing and maintaining periodic reports, including personal financial statements for family members, private foundation financial reports, summaries of property expenses, valuable articles and insurance policies.