Description To apply to this role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m The two biggest things on people’s minds right now: ‘When is it okay for me to start making everything pumpkin spice flavored?’ and ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. Job Description • Manage and review the accounting for assigned entities including reviewing journal entries and general ledger account reconciliations • 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 outside parties (i.e. investment advisors) and trustees (i.e. private trust companies) in the execution of responsibilities associated with management of assigned entities • Provide day-to-day business and accounting management to certain service provider entities such as budget and projection preparation, quarterly billing, processing reimbursable expenses, etc… • Oversee and manage the tax projection and tax return processes for assigned entities (partnerships and corporations) • Mentor, train and manage staff accountants to meet deadlines and prioritize projects/workload • Identify and develop improvements to internal processes • Lead and manage special projects, as needed Requirements Qualifications • 7+ years’ experience in accounting and financial management • Relevant undergraduate degree and CPA required • Demonstrated management, leadership and mentoring skills plus high intellectual capacity and professional integrity • Experience or familiarity with corporation and partnership tax concepts and application thereof, desired • Ability to operate in a highly confidential and complex environment as part of a team, but also independently • Highly proactive approach to serving clients; fiduciary mindset; prior experience working with a family office and/or with an entrepreneurial family business owner/enterprise highly desirable • Effective at working in a professional, small office, yet faced-paced environment; strong interpersonal skills • Proven track record in managing multiple projects, strong problem solving skills and solution-focused perspective • Highly organized, proactive and attentive to detail and accuracy; strong analytical capabilities; ability to effectively prioritize workload • Hands-on approach and willing to “roll up your sleeves” to effectively complete work • Excellent verbal and written communication skills; can effectively communicate complex concepts and strategies in a clear and concise manner; active listener • Strong Microsoft Office (Excel, Word, PowerPoint) software skills To apply to this role, please send your resume to John Sadofsky at 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. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .