Careers with our Clients through DHG Search

 An entrepreneurial company seeks an experienced CPA in tax and audit to oversee the family office, which includes a well-established family company. Responsibilities would include tax planning, tax preparation, managing the relationship with the tax return preparing firm and developing tax strategy. Manage a diverse portfolio of financial investments. Monitor the family financial and estate plan. Oversee preparation of financial statements for several operating investments. 

Responsibilities:

• Work with all departments to prepare, execute and monitor the company budget
• Develop a proactive monitoring process that includes implementing KPI/metrics and variance reporting
• Financial modeling and statement preparation of the existing company & future acquisitions, cash and asset financial management
• Provide cost analysis and review options to drive business operations and efficiency
• Recommend and implement necessary upgrades in financial management with billing, payables and reporting
• Managing the company audit
• Monitoring the company 401K plan
• Financial modeling of the existing company and future acquisitions
• Reviewing and recommending capital options for acquisitions
• If required, prepare and support investor and/or capital fundraising efforts
• Compiling, completing forms and submitting all tax documents for filing
• Managing the relationship and results with the tax firm
• Developing tax strategy for all related businesses
• Establishing and maintain business banking relationships
• Monitor the family financial and estate plan
• Oversee preparation of financial statements for several operating companies. Lead, review and sign off on any reports due to governmental agencies, third party firms, etc. for the company
• Support CEO & COO with special projects as assigned.
• Perform other job-related duties as required.

 Requirements:

• Bachelor’s degree in Accounting and Certified Public Accountant (CPA) certification required.
• Experience in complex tax planning and preparation that includes estate planning required.
• Certified Financial Planner designation is preferred.
• Experience in capital fund raising is a plus.
• 5-10 years' experience in similar role or related background/experience required.

Posted On: Tuesday, February 1, 2022