Job highlights
Identified by Google from the original job post
Qualifications
BA/BS degree or equivalent practical experience
CPA/CA or equivalent
5-7 years of prior supervisory experience in the financial reporting/general ledger area
Benefits
This is a remote role and will offer a competitive compensation package
Responsibilities
This person will handle the personal finance and business affairs for our clients real estate investments, charities etc
The responsibilities will include light accounting, bookkeeping, reconciliation of bank accounts, AP, AR, and budgeting
Prepare general ledgers and financial statements for approximately 6 family entities, which include trusts, partnerships, and an S-Corporation
Process all accounts payable transactions
Oversee cash management, including preparing wire transfers and coordinating funds movement with financial institutions
Interface with custodians, banks and money managers on day-to-day transactions and issues
Interface with managers from external partnerships to gather information as needed
Prepare a ‘Board Book’ on a quarterly basis
Prepare monthly ‘Investment Summary’ (updated summary of assets by entity, at FMV.)
Prepare payroll tax deposits, returns, and other filings for domestic and other employees on a monthly, quarterly and annual basis
Prepare use tax returns on a quarterly basis
Job description
A high profile CEO and entrepreneur in the Healthcare space is looking for a Business Manager/Family Office Accountant. This person will handle the personal finance and business affairs for our clients real estate investments, charities etc. The responsibilities will include light accounting, bookkeeping, reconciliation of bank accounts, AP, AR, and budgeting. This is a remote role and will offer a competitive compensation package. MUST BE LOCAL to SOUTH FLORIDA.

Responsibilities
• Prepare general ledgers and financial statements for approximately 6 family entities, which include trusts, partnerships, and an S-Corporation.
• Process all accounts payable transactions.
• Oversee cash management, including preparing wire transfers and coordinating funds movement with financial institutions.
• Interface with custodians, banks and money managers on day-to-day transactions and issues.
• Interface with managers from external partnerships to gather information as needed.
• Prepare a ‘Board Book’ on a quarterly basis.
• Prepare monthly ‘Investment Summary’ (updated summary of assets by entity, at FMV.)
• Prepare payroll tax deposits, returns, and other filings for domestic and other employees on a monthly, quarterly and annual basis.
• Prepare use tax returns on a quarterly basis.

Qualifications

Minimum qualifications:
• BA/BS degree or equivalent practical experience.
• CPA/CA or equivalent.
• 5-7 years of prior supervisory experience in the financial reporting/general ledger area.

Preferred qualifications:
• Experience with process improvement and proficiency with spreadsheet and presentation software.
• Experience with individual accounting and family office needs.
• Tax experience a plus.