Description The salary range for this position is $200,000-$220,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m Responsibilities + Maintain financial oversight and books/records for assigned investments/entities, trusts, individuals, and/or foundations. + Read, interpret, and apply concepts of various legal documents, including operating, partnership and private equity subscription agreements. + Ability to interpret and manage complex ownership structures. + Maintain preferred return calculations and co-investments for business unit deals. + Review federal and state income tax returns for assigned entities. + Use Excel and a strong attention to detail to create complex financial models and reports for Senior Management’s use in strategic decision-making process. + Interact and work collaboratively with business units through all phases of an investment’s life cycle. + Establish strong working relationships with third party attorneys, consultants and tax professionals. + Handle and maintain confidential information. + Supervise and mentor a team of accounting professionals. Requirements Qualifications + Bachelor's degree in accounting or finance. + CPA certification preferred. + 8 -12 years of relevant experience. Family office experience preferred. + Experience in real estate, private equity, and nonprofit organizations preferred. + Tax and Audit experience preferred. + Demonstrated team player, self-starter, and independent thinker. + Strong analytical and problem-solving abilities. + Proven ability to work in a fast-paced environment with a high level of accuracy and attention to detail. + Demonstrates the highest ethical and professional standards. + Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, SharePoint. + Proficiency in Microsoft Dynamics and/or Allvue accounting software preferred. To apply to this hybrid role please send your resume to 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. © 2025 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) .