What are the responsibilities and job description for the Manager Certified Public Accountant position at Get It - Finance?
Job Overview
We are in search of a highly skilled Certified Public Accountant Manager to lead the accounting operations of a multi-entity Family Office, which encompasses individuals, trusts, and foundations. This pivotal role requires managing financial affairs for an array of investment portfolios while ensuring adherence to accounting regulations.
Key Responsibilities
This role provides an exceptional opportunity to engage in special projects and assignments, promoting professional growth and development within the organization.
Company Culture And Values
We are committed to fostering a work environment that values initiative, flexibility, and resilience. We uphold a strong work ethic and encourage our team to produce results in a high-volume setting.
Networking And Professional Opportunities
Joining our prestigious Family Office means leveraging your accounting expertise to influence the financial management of diverse investment portfolios, while building connections within a supportive and structured environment.
Employment Type: Full-Time
We are in search of a highly skilled Certified Public Accountant Manager to lead the accounting operations of a multi-entity Family Office, which encompasses individuals, trusts, and foundations. This pivotal role requires managing financial affairs for an array of investment portfolios while ensuring adherence to accounting regulations.
Key Responsibilities
- Direct the financial and accounting functions for multiple investment portfolios to guarantee precise trade processing and accounting.
- Maintain comprehensive and accurate records for various entities, including transaction processing and reporting.
- Spearhead the monthly financial closing process and prepare necessary financial statements.
- Conduct research on securities within the investment portfolio and resolve accounting-related challenges as they arise.
- Ensure proper accounting treatment and compliance with SEC regulations and prospectus guidelines.
- Collaborate with the tax department to meet recordkeeping and reporting requirements.
- Act as the primary contact with investment service providers to ensure seamless operations and exceptional service delivery.
- Develop and implement innovative accounting processes to enhance workflow efficiency, in conjunction with technology platforms.
- Address and escalate any exceptions or issues that could affect accounting records and valuations.
- Participate in special projects and assignments as dictated by business needs.
- Safeguard personally identifiable information in adherence to privacy standards and regulations, such as HIPAA and Mass Regulations on Personal Identity Regulations.
- Oversee the Family Office Investment Staff Accountant.
- Bachelor's degree in accounting or finance is required.
- A CPA license is mandatory.
- A minimum of 5-7 years of accounting experience, including public and operational accounting roles.
- Experience in private equity, venture capital, and hedge fund accounting is advantageous.
- Proficiency in Microsoft Office, particularly advanced Excel skills.
- Strong analytical skills and meticulous attention to detail.
- Highly organized with the capability to manage multiple tasks and meet deadlines efficiently.
- Ability to work autonomously and make timely decisions.
- Excellent organizational skills and adeptness at multitasking.
- Adaptable and able to excel in a dynamic, fast-paced setting.
This role provides an exceptional opportunity to engage in special projects and assignments, promoting professional growth and development within the organization.
Company Culture And Values
We are committed to fostering a work environment that values initiative, flexibility, and resilience. We uphold a strong work ethic and encourage our team to produce results in a high-volume setting.
Networking And Professional Opportunities
Joining our prestigious Family Office means leveraging your accounting expertise to influence the financial management of diverse investment portfolios, while building connections within a supportive and structured environment.
Employment Type: Full-Time
