Senior Tax and Finance Accountant

Family owned and controlled for over 70 years, we are guided by a generational perspective. We bring a unique combination of strengths to businesses that today includes commercial real estate development and investment services through United Properties and Northmarq; sports and entertainment such as the Minnesota Twins Major League Baseball Club and River Road Entertainment; industrial automation systems provided by PAR;

and forward-thinking capital managed by Pohlad Investment Management. We are rooted in a proud legacy of strong values, sustained growth, and purposeful long-term thinking. Foremost among those founding values is sharing the success of our business pursuits and strengthening the communities we call home. Since 1993, the Pohlad Family Foundation has distributed more than $238 million to non-profit organizations where we live and work .

The position provides critical support to the Family Office by preparing and reviewing financial statements, tax returns, and supporting work papers for a complex group of family entities, trusts, and individuals. The position reports to the Vice President of Finance & Accounting and serves as a key technical resource within the department. This role is designed for a professional seeking to grow into leadership.

• Maintain and review general ledger activity, journal entries, accounts payable, andbank and investment reconciliations across multiple entities
• Review financial statements and supporting schedules; prepare as needed
• Present or co-present quarterly financial results to leadership
• Perform and review cash and financial analysis
• Manage daily movement of cash
• Support the annual budgeting process
• Identify and implement process improvements, controls, and documentation standards

• Prepare and review in-house tax work papers, returns, and tax basis calculations for partnerships, trusts, and individuals
• Review returns and work papers prepared by external advisors and staff, identifying issues and recommending changes
• Oversee other tax filings such as 1099s, excise and sales & use returns, Secretary of State filings, and quarterly estimates
• Research, draft, and manage responses to tax notices and taxing authority inquiries
• Coordinate with outside CPA firms, attorneys, and advisors on compliance timelines and deliverables

• Assist with building financial models that support transactions and family decisions
• Support estate, gift, trust and income tax planning through modeling, projections and technical research
• Partner with investment managers, trustees, and outside legal counsel on planning and transaction matters

• Assist in maintaining filing system
• Assist with administration of CCH Document Suite, Emburse, and Corporate Credit Cards
• Interface with Pohlad Family members, household staff, and internal and external relationships on numerous matters
• Assist with keeping minute books up to date
• Assist with appraisal information
• Assist with investment documents and execution
• Assist with business and personal insurance matters
• Assist with human resources and benefits documents and execution
• Lead or support special projects, as assigned

– No direct reports initially. Provides day-to-day guidance, training, and first-level review of work performed by staff accountants and outside service providers. Expected to develop toward formal supervisory responsibilities as the department evolves and grows.

• Flexible, team oriented, and a contributor to an enjoyable, fun workplace
• Possess a strong aptitude and desire to learn
• Excellent written and verbal communication skills, including with family members, leadership, and outside advisors
• Strong attention to…