Senior Director, Family Office Finance & Accounting

Confidential Careers; Chicago (IL); Vor Ort; USD 180.000 - 280.000; Vollzeit

Zusammenfassung

Confidential Careers seeks a Director of Finance and Accounting for a single family office in the United States. The role oversees accounting, financial reporting, and internal controls across family-owned entities, investment partnerships, trusts, and individual family members as directed by the CFO.

Strong leadership and integrity are required to supervise staff in a fast-paced environment. The successful candidate will lead system design, budgeting, and reporting, ensure timely tax filings,

Qualifikationen

• CPA certification with 10+ years of relevant experience.
• Experience in general ledger accounting and portfolio accounting systems.
• Experience with trusts in a family office capacity.
• Unquestionable personal standards, confidentiality, and ethics.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Ability to work within a lean team and manage multiple assignments.
• Willingness to take on additional responsibilities depending on workflow.

Aufgaben

• Participate in the buildout of the family office and design new systems and reporting.
• Evaluate systems and procedures for accounting and financial reporting to establish best practices.
• Oversee timely and accurate preparation of financial and investment reports.
• Review payments, ACH transfers, and bank wires.
• Prepare ad hoc reports by collecting and summarizing data.
• Prepare annual operating budget for the family office.
• Review new account documents and related paperwork.
• Hire, train, supervise, and mentor staff.
• Maintain internal controls over cash and investment accounts.
• Provide cash management analysis and forecasting.
• Coordinate with outside tax preparer for timely filings and payments.
• Review third-party tax returns (1040, 1041, 1065).
• Manage household employer payroll function.
• Collaborate with banks, accountants, custodians, and service providers to achieve objectives.

Kenntnisse

Confidentiality

Attention to detail

Leadership

Financial reporting

Tax coordination

Ausbildung

CPA Certification

Tools

Excel

Jobbeschreibung

Confidential Careers seeks a Director of Finance and Accounting for a single family office in the United States. The role oversees accounting, financial reporting, and internal controls across family-owned entities, investment partnerships, trusts, and individual family members as directed by the CFO.

Strong leadership and integrity are required to supervise staff in a fast-paced environment. The successful candidate will lead system design, budgeting, and reporting, ensure timely tax filings,