Director of Accounting and Tax

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We are seeking a highly qualified, enthusiastic and proactive Director of Accounting and Tax for our Firm. The right candidate will have at least 10+ years of experience managing or directing all general accounting, client accounting and fiduciary accounting operations for a large, national multi-office organization. This person will be responsible for all accounting, payroll, partner compensation, tax, and fiduciary accounting functions of the Firm in all offices, including oversight of accounting aspects of the Firm's office space leases. The ideal candidate will be located in Milwaukee.

Responsibilities/Duties:

• Provide overall direction and supervision of the general accounting, client accounting and fiduciary accounting operations for all the Firm's locations.
• Control the preparation of the Firm's financial and management accounting records and participate in all financial audits.
• Ensure that effective systems and procedures for accounting and financial reporting are developed and maintained.
• Direct the maintenance of an effective system of internal controls to assure proper delegation of responsibilities and appropriate checks and balances within the Firm's accounting functions.
• Implement process improvements to accounting procedures to ensure proper internal controls while increasing efficiencies and effectiveness.
• Evaluate and assess the performance of direct reports.
• Present accurate management information in a timely and reliable manner to Firm Management.
• Coordinate Firm's responses to financial surveys.
• Oversee the preparation of the Firm's Retirement Plan financial statements and Form 5500.
• Oversee Retirement Plan transactions and evaluate for compliance with regulatory guidelines.
• Coordinate the Firm's insurance risk management program to include property, casualty, and professional liability insurance. Liaison with Firm's risk management staff and with insurance carriers and brokers to update coverage as appropriate.
• Coordinate the Firm's leases with respect to property and equipment including taking oversight of the accounting and depreciation of construction costs in a manner that maximizes tax benefits and Firm profitability.
• Control and account for all capital expenditures authorized by the Firm.
• Authorize operating expenditures for ordinary and necessary expenses provided within the annual budget.
• Monitor the Firm's cash position and project working capital requirements. Invest cash balances and borrow funds to meet working capital needs within established policy guidelines.
• Manage Firm's annual budget process for both revenue and expenses. This includes working with administrative managers to collect info, input, analyze, review and report on monthly variances.
• Oversee Partner Compensation process including draws and distributions, account reconciliations, and year end audit of equity of accounts. Also oversee: i) preparation and distribution of K-1's; and ii) tax elections of partners. Regularly provide partners with updates as to draws, distributions, and related deductions.
• Working with external accountants, stay current on new tax law opportunities that could benefit the partners. Work with them to implement any changes.
• Serve as the main resource for retired partner inquiries.
• Assess trends in the Firm's revenues, expenses, and overall profitability. Recommend strategies for increasing revenues and controlling expenses to the Chief Financial Officer.

Education/Experience:

• CPA required.
• Bachelor's degree required with major in Accounting or Finance or equivalent in experience.
• 10+ years of overall finance, accounting and tax experience required, preferably in a service industry environment.
• Well-developed and sophisticated leadership, organization, communication and interpersonal skills, with a proven ability to relate to and gain the confidence of people at all levels within an organization, as well as an ability to build strong relationships and work in a collaborative environment.
• Self-starter with drive and enthusiasm.
• Must have strong attention to detail.
• Strong Excel skills.
• Creator-innovator with an ability to implement solutions and complete projects.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Health savings account
• Opportunities for advancement
• Paid time off
• Parental leave
• Referral program
• Retirement plan
• Vision insurance
• Wellness program

Experience level:

• 10 years

Schedule:

• Monday to Friday

Work Location: In person