Family Office Accountants and Tax Specialists
Tax Staffing Solutions
Job Description
Job Description
We are looking to bring in-house the tax function that is currently being handled by the outside CPA firm. Here are some of the duties:
• Prepare quarterly financial statements for corporation’s president. Includes income and equity from securities, hedge funds, related corporations, partnerships and miscellaneous investments
• Record and reconcile hedge fund contributions, distributions and quarterly profit and loss allocations
• Review cash activity, reconciliations and weekly cash reports
• Prepare investment schedules, including sales, purchases and income from municipal and corporate bonds, securities and CD’s
• Track investment commitments of employees, family and president for approximately 15 funds
• Prepare annual tax work papers and work closely with external accountants for preparation of annual tax returns for over 50 entities and funds
perform tax projections, research/planning and other related matters. Resume to: View email address on us.fitly.work
Vacancy posted 6 days ago
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