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The salary range for this position is $180,000 - $190,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to .
Job Description:
•Will be assigned to a slate of investment entities; responsible for all aspects of such entities’ accounting, tax, legal and financial management and analysis functions.
•Manage and review the accounting for assigned entities including reviewing journal entries and general ledger account reconciliations.
•Oversee and manage the tax projection and tax return processes for assigned entities (partnerships and corporations) including identification and resolution of tax issues in consultation with in-house tax experts and review of tax projections, tax workpapers and tax returns.
•Coordinate and provide transaction support to the family investment organizations, including drafting board packages, reviewing and coordinating execution of transaction documents, and coordinating treasury support upon closing.
•Interpret governing documents (e.g. operating agreements and by-laws) and apply the provisions of the governing documents to the management and accounting for an entity.
•Coordinate with external advisors in the execution of responsibilities associated with management of assigned entities.
•Provide day-to-day business and accounting management to certain professional service providers such as budget and projection preparation, quarterly billing, processing reimbursable expenses, etc.
•Mentor, train and manage staff accountants to meet deadlines and prioritize projects/workload.
•Identify, develop and oversee the execution of improvements to internal processes.
Job Requirements:
•7-10 years’ work experience in accounting and financial analysis in an investment-oriented sector.
•Relevant undergraduate degree required.
•CPA preferred.
•Strong proficiency in Microsoft Office, specifically Excel.
To apply to this hybrid role please send your resume to .
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