Tax Practice Director

High Point Capital Group Planning & Wealth Management; Milwaukee (WI); Vor Ort; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

High Point Capital Group Planning & Wealth Management seeks an ambitious accounting professional to build the accounting function from the ground up. You will establish systems, controls, and reporting structures that form the foundation of the company’s accounting operations.

You will lead the transition from individual contributor to a leadership role as the organization grows, with potential to manage an accounting team and broader practice.

Qualifikationen

• Bachelor's degree in Accounting, Finance, or related field required.
• Strong understanding of accounting principles.
• Demonstrated experience with general ledger accounting, reconciliations, and financial reporting.
• Ability to develop scalable accounting processes and internal controls.
• Experience implementing or improving accounting systems.

Aufgaben

• Establish High Point Capital Group's accounting function from the ground up.
• Develop and implement accounting policies, procedures, systems, and workflows.
• Create a scalable chart of accounts and accounting structure.
• Determine appropriate accounting software and technology for the company.
• Maintain accurate and timely books and financial records with monthly, quarterly, and annual reconciliations.
• Prepare financial statements and management reporting for leadership.

Kenntnisse

Ownership mindset

System building

Strategic thinking

Independent work

Ausbildung

Bachelor's degree in Accounting, Finance, or related field

Tools

Microsoft Excel

Jobbeschreibung

High Point Capital Group is seeking an ambitious, entrepreneurial-minded accounting professional to join our team and build our accounting function from the ground up.

This is not a traditional accounting position where you inherit an established set of processes and simply maintain the books. You will have the opportunity to create the accounting practice itself. You will establish the systems, processes, controls, reporting structures, and standards that will become the foundation of High Point Capital Group's accounting operations.

For the right individual, this position represents an opportunity to grow from an accountant into a key member of the company's leadership team as the organization and accounting practice expand.

The Opportunity

We are looking for someone who is highly organized, detail-oriented, analytical, and excited by the opportunity to build something. The successful candidate will initially take ownership of High Point Capital Group's accounting operations while developing a scalable accounting infrastructure. This includes establishing appropriate accounting systems and workflows, creating financial reporting processes, developing internal controls, and ensuring the company has accurate and timely financial information to support decision-making. As the company grows, the role has the potential to expand significantly in scope and responsibility. The individual who successfully builds and leads this function will have the opportunity to grow with the business and potentially build and manage an accounting team and broader accounting practice.

Key Responsibilities:

Build the Accounting Function

• Establish High Point Capital Group's accounting function from the ground up.


• Develop and implement accounting policies, procedures, systems, and workflows.


• Establish a consistent and scalable chart of accounts and accounting structure.


• Determine and implement appropriate accounting software and technology.


• Create organized systems for maintaining financial records and documentation.


• Develop processes for accounts payable, accounts receivable, reconciliations, expense management, and general ledger activities.


• Establish appropriate internal controls and financial processes.


• Build accounting procedures that can scale as the company grows.


• Maintain accurate and timely books and financial records.


• Perform monthly, quarterly, and annual account reconciliations.


• Prepare financial statements and management reporting.


• Develop recurring financial reporting packages for company leadership.


• Monitor cash flow and working capital.


• Assist with budgeting, forecasting, and financial planning.


• Identify trends, discrepancies, and opportunities within the company's financial information.


• Provide management with accurate financial information to support strategic decision-making.

Tax, Compliance & External Relationships

• Coordinate with outside CPAs, tax professionals, auditors, attorneys, and other financial professionals as needed.


• Assist with tax preparation and tax-related reporting.


• Ensure accounting records and processes are maintained in accordance with applicable accounting standards and regulatory requirements.


• Maintain organized documentation to support tax filings, audits, financing, and other corporate requirements.

Build for the Future

• Continuously improve accounting processes, systems, and reporting.


• Identify opportunities to automate repetitive accounting functions.


• Develop documentation and standard operating procedures.


• Establish processes that allow the accounting function to scale efficiently.


• As the company grows, assist with recruiting, training, and managing additional accounting personnel.


• Take increasing ownership of the company's accounting and financial operations.

What We're Looking For

We are looking for more than someone who can simply perform bookkeeping tasks. We want a builder.

The ideal candidate is someone who:

• Has a strong foundation in accounting principles and financial reporting.


• Is highly organized and exceptionally detail-oriented.


• Takes ownership and can operate independently.


• Is comfortable creating structure where none currently exists.


• Thinks critically and knows how to solve problems rather than simply identify them.


• Is entrepreneurial and excited by the opportunity to build a department.


• Has strong communication and interpersonal skills.


• Can prioritize competing responsibilities and meet deadlines.


• Is comfortable working directly with company leadership.


• Has the ambition to grow professionally as the company grows.


• Understands that the opportunity is larger than the initial job title.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, or a related field, or equivalent professional experience.


• Strong understanding of accounting principles.


• Demonstrated experience with general ledger accounting, reconciliations, and financial reporting.


• Strong proficiency with Microsoft Excel or comparable spreadsheet software.


• Excellent attention to detail and organizational skills.


• Ability to maintain confidentiality and exercise sound judgment.

Preferred

• CPA or CPA-track candidate.


• Experience working in a small or entrepreneurial organization.


• Experience implementing or improving accounting systems.


• Experience with accounting software and financial technology.


• Experience developing accounting policies and procedures.


• Experience working with investment, financial services, real estate, private equity, or other capital-oriented businesses.

Why Join High Point Capital Group?

This position offers something that an established accounting department often cannot: the opportunity to build your own platform for growth.

You will not be stepping into a rigid role with a predetermined ceiling. You will be joining High Point Capital Group as an employee with the opportunity to create meaningful value, take ownership, and expand your responsibilities as the company grows. The person who builds this accounting function successfully will be uniquely positioned to become its leader.

Your growth is tied to the growth of the company.

We believe in rewarding initiative, performance, ownership, and results. For the right person, there is unlimited growth potential within High Point Capital Group, including the opportunity to take on greater management responsibility and ultimately lead a growing accounting and finance organization.

The Ideal Candidate

This role is ideal for an accountant who has thought:

"I know how accounting should work, and I want the opportunity to build it."

If you are looking for a position where you can make decisions, create systems, work closely with leadership, build something from the ground up, and grow into a significant leadership role, High Point Capital Group wants to hear from you.

Compensation & Growth

High Point Capital Group offers competitive compensation commensurate with experience and qualifications, along with significant opportunities for professional advancement as the company grows.

The long-term opportunity is intentionally flexible and will be shaped by the individual's performance, initiative, and ability to build and lead the accounting function.

This is an opportunity to build more than a job. It's an opportunity to build a career and an accounting practice from the ground up.