Liaison for financial and accounting activities related to family trusts, partnerships, and private entities
Owns general ledger integrity, account reconciliations, and financial close for all family office entities and related entities
Supervises Bookkeeper and Investor Relations staff, ensuring proper documentation, workload distribution, and performance oversight
Reviews and finalizes distributions, tax workpapers, and annual filings prepared in collaboration with external CPAs
Maintains internal controls and ensures compliance with fiduciary and regulatory requirements
Prepares quarterly and annual financial reports for executive leadership and trustees
Provides accounting insight in estate planning discussions and other strategic decisions
Strong technical accounting background required; CPA strongly preferred
Reports to: CEO
Team Composition:
Bookkeeper / Charge Accountant (GL, reconciliations)
Investor Relations Professionals (2)
Compensation Range: $110,000 - $130,000
PDN-9f4e9a3e-8c8b-4bbe-ab54-9c264dc298df