Robert Half Corporation Jobs

Description

To apply to this hybrid position, please email John.sadofsky@roberthalf.c0m

Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Senior Manager of Tax. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.

Job Description:

The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management, financial management, treasury, insurance, and technology services to the enterprises of two wealthy families, including business entities, trusts, individuals and foundations. The Senior Manager position reports to the Group Leader and a Director and works well with all of the other professional service providers.

Key Duties & Responsibilities

• Will be assigned to multiple clients, with a focus on not-for-profit entities including 501(c)3 private foundations and supporting organizations and 501(c)4 trusts; responsible for all aspects of accounting, tax, legal and financial management and analysis functions for assigned clients.

• Manage and review the accounting for assigned clients including reviewing journal entries and general ledger account reconciliations.

• Oversee and manage the tax projection and tax return processes for assigned clients 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 and foundation 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 clients.

• 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 and managers to meet deadlines and prioritize projects/workload.

• Identify, develop and oversee the execution of improvements to internal processes.

• Review insurance policies, claims and schedules for foundations.

• Lead and manage special projects, as needed.

Requirements

Qualifications:

• A minimum of 10+ years’ of public accounting or similar family office experience with emphasis on not-for-profit entities.

• Relevant undergraduate degree required.

• CPA preferred.

• Strong proficiency in Microsoft Office, specifically Excel.

To apply to this hybrid position, please email John.sadofsky@roberthalf.c0m

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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