What are the responsibilities and job description for the Accounting Manager position at Creative Financial Staffing (CFS)?
Business executive, investor, company and foundation President is seeking an Accounting Manager that will be responsible for back-office accounting and operations for personal business/finances, estate, some family office and foundation work. This position reports to the President, responsible for accounting/financial support of the individual’s personal business matters and family foundation.
The Accounting Manager works in the Executive Offices that support the President and executives of a long-established diversified company. This role is a newly created position, high profile, hands-on accounting role.
The Accounting Manager role is a unique opportunity, seeking an individual with experience working with an executive that can thrive in an ever-changing, evolving role with a lot of variety where every day can be different.
Approximate Salary range: $120,000 - $160,000 profit sharing bonus - Based on experience
Responsibilities Of The Accounting Manager
The Accounting Manager works in the Executive Offices that support the President and executives of a long-established diversified company. This role is a newly created position, high profile, hands-on accounting role.
The Accounting Manager role is a unique opportunity, seeking an individual with experience working with an executive that can thrive in an ever-changing, evolving role with a lot of variety where every day can be different.
Approximate Salary range: $120,000 - $160,000 profit sharing bonus - Based on experience
Responsibilities Of The Accounting Manager
- Responsible for accounting, tracking, managing and organizing personal accounts, business accounts and the Presidents foundation account. Bank accounts, investment accounts, real estate, etc.
- Position does not involve making investment decisions (IE on acquisitions, sales, Stocks, Real Estate, etc.)
- Accounting for the family Foundation
- Some Family Office type related accounting work
- Track and process various personal and business expenses
- Maintain financial records/financial transactions, including purchases, sales, receipts, payments
- Prepare various financial, personal, business and foundation reports
- Liaison with external business/ investment managers
- Assist with monitoring and managing banking and bank accounts
- Reconcile invoices and bank statements, ensuring accuracy
- Process checks, make deposits and balance bank statements for different accounts, Bank reconciliations
- Make complex and comprehensive wire transfers, initiate wires for transfers of funds, capital calls
- Assist with business management of some of the individual’s estate
- Function as the point of contact for external and internal correspondence on behalf of the President
- Coordinate, organize and act as a liaison regarding documents for external Public Accounting Firms (not preparing taxes) and handle tax notices
- Assist with managing/reconciling trust accounts
- Handle inquiries for family members
- Assist with financial aspects of the gifting and record, track and maintain financial records for Gifts
- Tenured employees, most 20 years
- Very little turnover, employees stay until retirement
- Very loyal, dedicated employees that are well recognized and appreciated
- Great rewards, full benefits, medical, dental, vision, 401K, strong profit-sharing bonus that grows with tenure
- Autonomous, independent role reporting to the President
- Very family-oriented offices
- Highly successful long-term business holdings
- Great work/life balance, flexibility
- Bachelor’s degree in Accounting, Finance or related
- Accounting experience working closely with High-Net-Worth individuals, Executives, Investors, C-Level, business owners, etc.
- Very detailed oriented and highly organized
- Adaptable, thrive on challenges and working in an ever-evolving role
- Ability to work independently
- Strong presentation/communication skills
Salary : $120,000 - $160,000
