Better opportunity. Find it here.

Tax Manager/ Accounting Manager Opportunity – up to 170k + Bonus

Bell & Associates has partnered with a private client in their search for an Accounting Manager.

Duties:

• Private Foundation accounting and tax requirements
• 60% financial accounting and 40% tax
• Complex partnership accounting
• Accounting for individuals and entities using QuickBooks
• Review the accounting for transactions in the proper entity and reconcile enterprise wide control totals to investment statements
• Preparation of monthly financial statements of approximately 12 entities
• Responds to requests from auditors
• Assists in preparation of schedules for the annual audit of 2 entities.
• Taxation and filings, (including estimated tax payments) for: o Corporations o Partnerships o Trusts o Individuals o Private Foundations o Estates oGift Tax
• Tax basis in partnerships etc.
• Work with tax laws/reporting of foreign tax investments: o PFIC’s o K2 K3’s

o Foreign Tax Credits

• Work with IRS form 8986 (Adjustment to Partnership)
• Working within the team with gathering tax documents control, organization; preparation of schedules and review of US federal and state income tax compliance including quarterly estimates, extensions & annual returns
• Review tax returns prepared by external firm (127 returns including Federal and State returns)
• Work with other members of the financial team

Requirements:

• Bachelors or Masters’ degree in accounting required
• CPA required
• Minimum 6 years of experience in public accounting and preferably family office or private foundation
• Demonstrated record of advancement and ability to expand responsibilities/scope of work
• Proficient with Microsoft Office products including Excel, Word, QuickBooks
• Ability and willingness to work on-site