What are the responsibilities and job description for the Accounting Supervisor, Family Office position at Lewis Group of Companies?
Accounting Supervisor, Family Office – Upland, CA.
The Lewis Group of Companies, one of the largest real estate developers and property management companies in the nation has an immediate opening for an experienced Accounting Supervisor to lead the Family Office group within the accounting department at the corporate office in Upland, CA.
Reporting to our Controller, Joint Ventures, you will join a 50 person team of Accounting professionals who track the numbers, watch the details, and keep the organization moving and successful.
Your key responsibilities will be:
- Manage a team of accountants in our Family Office Department.
- Oversee the preparation of personal financial statements, tax filings, estate plans and special projects for high net-worth individuals and their related family entities.
- Assist Tax Department in filing federal, state, and other returns for individuals, trusts, and other entities in compliance with laws and regulations within specified time frames.
- Serve as a key intermediary between family members, custodians, bankers, and other external advisors, addressing inquiries and managing communications.
- Collaborate with Family Office Director, private trust company, lawyers, trustees’ valuation experts and accountants to execute family directed strategies, initiatives, and asset management.
- Oversee the tracking of investments, capital calls, distributions, and related financial activities to ensure accurate reporting.
- Prepare material for family meetings with a focus on educating the next generation on wealth management and tax planning.
- Coordinate the maintenance of estate plans, including facilitating annual interest and rent payments between trusts and entities.
- Assist with cash flow planning, portfolio allocation and budgeting activities for family members and their related entities and assets.
- Monitor and perform cash reconciliations and manage bank account balances to ensure liquidity needs are met.
- Prepare and track annual exclusion gifting and lifetime gifting exemptions to individuals and trusts including associated Crummey letters.
- Ensure compliance with annual CTA and SOS filings, as well as coordinate the annual audit for a private foundation.
- Handle federal and state tax regulatory notices, including managing responses and coordinating tax audits as needed.
- Tracking of notes, loans, and lines of credit along with all reporting requirements.
- Stay current on evolving tax regulations affecting individuals and trusts.
Experience & Skills for your success:
- At least 5 years accounting experience in full-cycle accounting role.
- A four-year college degree in Accounting or similar emphasis is a plus.
- Mastery of MS Word and Excel.
- CPA preferred.
- Excellent communication and leadership skills are required.
Note: this is a Mon-Fri, 8am-5pm in-office position located in Upland, CA.
Your Salary & Perks: In addition to a competitive annual salary (range $77k-$149k depending on experience), Lewis offers a variety of medical and dental benefits, annual bonus and pay increase eligibility, a 401k savings plan with company match, $60/month cellphone allowance, apartment discounts, paid holidays, vacation time, continued training, advancement opportunities and much more.
This is your opportunity to join a name-recognized, growing company with a strong history, a broad future, and a promote-from-within company culture. Join the Lewis Group of Companies and you will be an important part of our winning team with a long history of successful community management.
The Lewis Group of Companies is an Equal Opportunity Employer and encourages applicants with diverse backgrounds to apply.
Salary : $77,000 - $149,000
