- Financial Reporting: Prepare and analyze financial statements for various entities within the organization, ensuring accuracy and compliance with regulatory standards.
- Audit Oversight: Coordinate and oversee external audits, ensuring timely completion and adherence to audit procedures. Provide supportand documentation as required during audit processes.
- Quick
- Budgeting and Forecasting: Assist in the development of annual budgets and forecasts, providing insights and recommendations to optimize financial performance.
- Preparation of ad hoc client banking and financial requests
- Process Improvement: Identify opportunities for process optimization and efficiency enhancements within the accounting function, implementing best practices where applicable.
- Preparation of tax returns and liaison with tax staff
- Compliance and Regulation: Stay abreast of regulatory changes and ensure compliance with relevant accounting standards, tax laws, andother regulatory requirements.
- Client Relations: Build and maintain strong relationships with family members and other stakeholders, providing financial insights and guidance as needed.
- Bachelors degree in accounting, finance or related field required; CPA is strongly preferred
- Ten (10) plus years of relevant experience is required
- Relevant experience includes tenure in a public accounting firm, investment accounting experience, prior involvement with a family office and/or a wealth services organization
- This is a staff role but requires extensive collaboration with family stakeholders and outside service providers
- The role is designed to be manageable, interesting and interactive with a strong group of financial professionals
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Accounting Manager - Cambridge, United States - Affinity Executive Search
Description
Job description:
Accounting Manager- Remote
Our client is a multi-generational family office service organization that provides investment advice, accounting/tax services, businessoperations consulting and philanthropic/ strategic planning services to high-net-worth families.
The group operates in the style of private bankers andtrust officers and is relied upon to provide independent advice and to protect the long-term interests of clients.
The Accounting Manager will provide financial administrative and reporting support for business and non-business activities. The role isa mixture of on-going responsibilities and ad-hoc accounting/ business projects. The organization has multiple entities and involvement in awide range of investment, business and philanthropic activities. The Accounting Manager must have a strong understanding of entity accountingprinciples.The selected individual will be part of a seven person financial organization and report to the Chief Financial Officer of theorganization.
Responsibilities include;Books Expertise:
Utilize QuickBooks to maintain accurate financial records, reconcile accounts, and generate financial reports as needed.
Qualifications:
Qualifications:
You will be an integral member of the national finance department which coordinates outsourced services from world-class national lawand accounting firms with internal tax/accounting staff.
This combined professional team provides comprehensive, multi-generational accounting, planning, tax and management servicesfor individuals, trusts, investment partnerships, nonprofits, and operating companies.
Why is This a Great Opportunity:
This is a great opportunity for an accounting professional that is working in a mid-sized public accounting firm and wants professionalism and a sustainable level of expectations; an individual with family office experience looking for new challenges and a remote work environment or a professional with investment accounting experience looking to work in an organization that pursues a wide range of investment options.
The client is looking for an individual that values continued employment and wishes to make a longer term commitment to an organization.
An individual with a resume that demonstrates that level of commitment is preferred.#J-18808-Ljbffr
