General Summary of Position:

Responsible for organizing and managing constituents’ accounts, including the completion of assignments, tasks and project components as well as coaching, advising and directing team members in meeting constituent and self-development expectations.

Essential Job Responsibilities:

• Supervise and review bookkeepers on accounts managed.
• Prepare and review annual tax returns.
• Prepare and review payroll tax filings.
• Prepare and review income tax projections.
• Review quarterly and monthly financial statements and bank reconciliations prepared by bookkeepers.
• Work with family investment managers, attorneys, insurance representatives, trustees, etc. as needed.
• Administer various trusts and private foundations.
• Assume additional responsibilities and perform special projects for various family members' issues as needed.
• Occasional travel.

Education and Experience:

• Bachelor's degree in Accounting or in lieu of degree minimum 6 years of related experience in an accounting firm or family office.
• Credentials such as CFP, CPA or EA preferred, but not required.

Qualifications/Skills Required:

• Proficient with tax preparation, tax planning, Microsoft system software.
• Excellent verbal and written communication skills with family office constituents, staff and constituent providers.
• High ethical standards, integrity and confidentiality.
• Ability to organize, work effectively, meet deadlines and multitask.