Tax Manager / Hands on Controller– Single Family Office!

Aspen, CO

Posted: 02/02/2019 Employment Type: Permanent Job Category: Tax-Corporate, Manager, Director, VP

Tax Manager

Tax Manager / Hands on Controller– Single Family Office!

Excellent opportunity to join a premier family office located in the Aspen/Basalt area.

The position reports to the CFO and supervises a small staff.

This is an ideal position for a tax manager at one of the public accounting firms that desires to transition into a position that will utilize both accounting and tax experience.

This would also be a fit for a controller, assistant controller or an accounting manager with some investment accounting and/or tax background.

Responsibilities of the Tax Manager/ Controller / Accounting Manager

  • Accurate and timely reporting of the books and records for the family office, including general ledgers, accounts payable and receivables, bank reconciliations, cash control and reporting for a number of family related entities.
  • Interact closely with outside tax advisors, attorneys and financial managers.
  • Preparation of various investment reports, pricing, analyzing and reconciling accounts.
  • Assist with various planning functions including cash flow management, estate and gift planning, insurance and financial planning.
  • Involved with a variety of human resource functions for family employees.
  • Other special projects as needed.

Requirements of the Tax Manager / Controller / Accounting Manager

  • Degree in Accounting
  • CPA
  • 5-10 years of public accounting or industry experience.
  • Some investment accounting or tax experience highly preferred
  • Experience with other general accounting, cash management, financial planning and investment reporting functions
  • Experience with a wide range of investment products
  • Excellent communication and computer skills
  • Ability to work independently and in a team environment
  • Must possess the ability to multi-task and execute tasks within deadlines
  • Must be detail oriented and self-motivated
  • Highest level of honesty and integrity
  • Very stable job record
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