Senior Manager Tax – Individuals/Foundations

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 Senior Manager position reports to the Group Leader and a Director and works well with all of the other professional service providers.

• 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.

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