Job Description
Employee Status: At-will Full-time employee
Job Description: Direct Supervisor is Senior Tax Manager and also reports to CFO and other members of leadership team. Other duties as assigned.
Key Areas of Responsibilities:
Accounting System Implementation, Processes and Financial Reporting
a. Responsible for working with the Senior Tax Manager and CFO along with outside consultants to implement a general ledger system in Gravity Software for multiple entities consisting of trusts, individuals, investment and operating companies.
b. Complete the review and reconciliation process for all bank accounts and investment accounts referred to above and generate all financial reports from the general ledger system.
c. Coordinate with outside consultants that are responsible for accounting and financial reporting for select investment companies and review their financial reports for accuracy.
Tax compliance
a. Support the tax compliance process with necessary financial reports for the various entities.
b. Assist Senior Tax Manager with quarterly tax estimates.
c. Assist Senior Tax Manager in securing tax documentation required to complete tax filings.
a. Manage tracking of loans and leases and execute bill payment process, etc.
b. Accept any assigned special one-time projects and manage to completion.
c. Regularly work to increase knowledge in accounting, and general financial matters through continued education.
Recommended Skills
• Work effectively in a team environment and possess strong interpersonal/communication skills.
• Possess highest professional judgement and represent the family to professional organizations so that the family is viewed in the highest regard.
• Candidates should have a minimum of 4 years of accounting and financial experience.
• Experience with Accounting Software such as Gravity and/or Sage Intacct or other system is desired.
• Experience in and an understanding of investment accounting is desired.
• Bachelor’s degree in accounting is required, CPA license desired.
• Position requires a high-degree of skill with Microsoft Office and Excel.
• Ability to work proactively and independently with the highest regard for confidentiality.