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Location
Youngstown, OH | United States
Job description
The ideal candidate will have experience within a family office environment or supporting high net worth clients from an accounting and tax perspective
Interacting directly with the Ownership/Executive Group and reporting to the Chief Financial Officer, the position provides complete and accurate reporting, analyses and work product for the Corporate/Family office, which includes :
Overseeing all activities of the general ledgers including cash and investments, bank reconciliations, verification of posted entries, travel expenses etc. for the Ownership/Executive Group
Preparing the monthly financial statement close and reporting of various non-core Company operations including real estate and captive insurance companies and a foundation
Overseeing the preparation of the Company's and Ownership/Executive Group tax workpapers and review of tax returns, which are prepared by an outside firm
Maintaining banking, insurance and other relationships for certain subsidiaries of the Company and the Ownership/Executive Group
Providing support to the Company's accounting department for various real estate, inter-company operations and other activities
Performing special projects as advised by the Ownership/Executive Group
Qualifications:
7+ years of Accounting/Tax experience, ideally within family office or a client service type industry
Experience supporting Company Ownership/Executive Management / high net worth clients
Outstanding analytical, planning and organizational skills
Ability to multi-task and maintain confidentiality of corporate/personal information
Availability to work extended seasonal hours
Bachelor's Degree in Accounting or Finance, CPA/MBA preferred
Job tags
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