Family Office Accounting and Tax Controller

Family Office Accounting and Tax Controller

We are seeking a seasoned finance leader to join our organization in a role supporting the family office of our corporate ownership. This position is responsible for overseeing all aspects of treasury operations, financial reporting, investment accounting, and tax compliance across a complex network of entities, trusts, and investments. Specifically, this position will supervise the preparation and review of financial statements, tax returns, and investment reporting, as well as manage treasury functions and cash flow forecasting, reporting, and budgeting.

Key Responsibilities

Oversee all general accounting functions, for a wide variety of private investments, including real estate, oil and gas, and tax credit equity.

Oversee and manage the preparation financial statements, consolidations, and reporting on a quarterly and annual basis for the entities, trusts, and family members.

Manage the tax compliance preparation process including review of various S-Corp, partnership, trust, and high-net worth individual tax returns.

Oversee all aspects of the family office treasury functions across multiple entities, trusts, and individual checking and investments accounts, including reviewing bank reconciliations and communication with management on cash flow budgeting and forecasting.

Monitor and report on investment accounting and performance, including reviewing monthly investment account reconciliations and portfolio reports.

Supervision and development of accounting and tax staff, including evaluation of current accounting policies and procedures and potentially development process improvements where necessary in conjunction with business needs and costs.

Collaborate closely with the Vice President and Assistant Vice President-Tax on a variety of ad hoc projects/tasks.

Experience and Qualifications

Certified Public Accountant (CPA) with 5+ years of public or equivalent accounting and tax experience.

Strong knowledge of accounting principles and controls (GAAP), financial reporting, tax regulations, and corporate, partnership, trust, and high-net-worth individual tax compliance.

Advanced proficiency in Microsoft Office Suite, particularly Excel.

Knowledge of Quick Books, One Source Express RS, Addepar and Enfusion are a plus but not required.

Ability to research finance and tax issues and investigate technical conclusions with the assistance of the AVP-Tax.

Ability to analyze financial results and intuitively conclude as to reasonableness.

Ability to communicate professionally (orally and written) with internal and external audiences, such as family members, legal advisors, bankers, and external partners.

Ability to build relationships with internal and external stakeholders and family members.

Moderate knowledge of management principles when it comes to leading, organizing, and developing direct reports. This position will manage a team of 3 direct reports.

Ability to manage processes and projects and allocate resources within the family office as needed.

Highly organized, detail-oriented, and capable of managing multiple priorities, such as identifying and focusing on the most important issues and balancing multiple and sometimes conflicting priorities.

Ability to work independently and maintain a high level of discretion and confidentiality.

Education

Certified Public Accountant (CPA)

The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us!

What you’ll love about working at Americo:

Compensation:
Our competitive pay and robust bonus program, offered to all associates, will make you feel valued.

Learning and development:
We prepare you for success with a comprehensive, paid training program. Additionally, our Talent Development team creates various development opportunities for associates at every stage of their careers.

Work-life balance:
We value work-life balance with our generous paid time off; you begin accruing hours every month, and they increase with…