Family Office Accounting Manager

Family Office Accounting Manager

Amongst other governance and oversight services, the T&C Family Office Group works with many high-net-worth families and certain of their companies to satisfy daily financial and tax needs. This position is hands on role, with the ideal candidate capable of both executing daily, weekly and monthly detailed accounting activities as well as providing oversight of others and engaging in special projects periodically more broadly within the firm. The T&C Family Office is a team within one of the larger independent, regional public accounting firms. Templeton & Company, LLP is a member firm within the BDO Alliance.

Responsibilities

  • Provide banking, accounting and reporting services for high net worth individuals and certain of their companies.
  • Monitor cash balances and record complex investment activities
  • Prepare and analyze various financial statements – including balance sheet, income statement, cash flow, budgets
  • Maintains controls while actively seeking and implementing improvements to processes
  • Performs initial preparation of various tax returns and assists in smooth flow of information to T&C tax team as necessary
  • Involved in other special projects within the firm

Requirements

  • Minimum of 5 years accounting experience
  • Certified Public Accountant
  • Bachelor’s degree in accounting
  • Family office experience a plus
  • Proficient in QuickBooks. Great Plains/MS Dynamics a plus.
  • Strong skills in Microsoft Excel, Word. PowerPoint a plus

Knowledge, Skills, and Abilities

  • Positive, energetic team member
  • Strong analytical skills and attention to detail
  • Capable of performing complex tasks, but doesn’t mind performing clerical tasks
  • Creative problem solver – looks to assist clients with operational questions and issues
  • Client service oriented – both external and internal clients
  • Excellent interpersonal and communication skills
  • Ability to work independently and as part of a team
  • Eager learner with an ability to take on new tasks with higher levels of difficulty – capable of increased responsibility and progression

 

Senior Auditor

OPPORTUNITY:

We’re seeking a Senior Auditor to join our West Palm Beach audit practice. The Senior Auditor is responsible for leading or participating in audit engagements.  Under minimal supervision, performs all audit assignments and tasks in the areas of audit responsibility.   The nature of this position requires inside contact with company employees at all levels as well as contact with outside client representatives, vendors, and other business-related representatives.

Essential Functions:

  • Ensures performance of independent and objective evaluations of the adequacy, effectiveness and efficiency of internal controls, disclosure controls, and operating systems in areas of audit responsibility.
  • Performs or participates in complex functional audit processes that consist of audit assessment of risk and exposure associates with activities in the area of audit responsibility: the planning, design, performance, documentation, supervision, and review of audit work; the reporting of the results of audit work; and the monitoring and verification of auditee management’s resolution of audit findings.
  • Ensures that audit activities comply with Audit Department standards
  • Accomplishes audit activities within stipulated schedules
  • Oversees audit activities in the areas of assigned audit responsibility, generally involving tasks of great variety applied to activities of high complexity and exposure
  • May participate in the development of Audit Department standards, policies, and practices.
  • May assist the Audit Manager in supervising, directing, training, mentoring, and evaluating staff, and in developing a strong team effort among staff members
  • Assists the Audit Manager in maintaining effective and professional relationships with senior client management
  • Maintains effective and professional relationships with audit clients.
  • Be well organized and pay close attention to details.
  • Work overtime as required.
  • Performs other duties as assigned.

QUALIFICATION GUIDELINES:

Knowledge, Skills, and Abilities

  • Strong analytical skills and an attention to detail.
  • Ability to perform work with little or no supervision.
  • Familiarity with standard auditing practices and procedures and the ability to apply them to each project assigned. General knowledge of FASB regulations, GAAS, and GAAP.
  • Good interpersonal skills including the ability to interview individuals associated with the subject of an audit.
  • Ability to utilize resources available to complete assigned projects.
  • Knowledgeable in the use of computers to document and record audit findings.
  • Familiarity with overall company operations and an ability to understand correlations between internal operating departments.

 Training and Experience

  • Bachelor’s or Master’s degree in accounting, minimum of 3 years public accounting experience as an audit professional and strong demonstrated progress to pursue CPA license if not already licensed.
  • Experience with software programs such as Microsoft Office Suite. Proficiency in ProSystem fx Tax, Engagement, and Fixed Assets a plus.

Tax Managers and Senior Tax Managers

OPPORTUNITY:
We are seeking talented and accomplished professionals who have been in client-facing roles to join our expanding tax, audit and consulting practice in our Fort Lauderdale office. This is your opportunity to use the breadth of your accounting skills to join an elite and growing local CPA firm that offers many opportunities!

Essential Functions:

  • This is a management level tax position.
  • You will be responsible for utilizing your years of experience and educational background as well as communication and organizational skills by interfacing with clients on a daily basis, reviewing tax returns, reviewing and performing tax research, and working with firm Partners on client tax matters.
  • This position requires leadership skills as the position will require that you (1) manage and supervise tax staff within the practice, and (2) take responsibility for client work and client communications on a daily basis.

QUALIFICATION GUIDELINES:

Knowledge, Skills, and Abilities:

  • Strong review, supervision, delegation and organization skills as it relates to the management of “tax season tax compliance”.
  • Excellent client communication skills.
  • Strong analytical and tax technical skills and an attention to detail. Able to identify, research, and implement tax planning and tax savings strategies. Emphasis on small, medium and large “private client” service offerings.
  • A self-starter, able to perform work with supervision from Tax Partners.
  • Familiarity with standard tax practices and procedures and the ability to apply them to each project assigned.
  • General knowledge of FASB regulations, GAAS, and GAAP. Capable of research and consulting on tax matters.
  • Excellent interpersonal skills including the ability to manage and develop a team.
  • Seeks advice of appropriate superiors regarding issues or problems relating to compliance and consulting.
  • A hard work ethic, team approach, view to moving up the ladder, and a positive and willing attitude are absolutely essential characteristics for this position!

Training and Experience:

  • Bachelor’s in Accounting required, Master’s in Taxation or LLM a plus, minimum of 6 plus years public accounting experience (Big 4 and / or Regional Accounting firm experience a plus). CPA is required.
  • Experience with Microsoft Office Suite environment is required. Experience with tax technology similar to CCH WK, CheckPoint, ProSystem Tax, Engagement, Fixed Assets is also required.
  • Strong Partnership, S-Corp, Individual, and multi-state tax preparation and review experience is a requirement of the position.
  • Some level of C-Corp and Tax Provision (ASC 740, ASC 740-10) expertise is expected.
  • Exceptional “one-on-one” client relationship skills are essential.
  • Effective writing, communication, and tax research skills necessary, experience with tax technology a must.
  • Experience managing 4 to 6 tax staff at one time (Staff and Senior associates) a must.
  • Client billing and administrative skills a must.

 

Tax Senior

OPPORTUNITY:

We are seeking a talented and accomplished professional who has been in a client-facing role to join our expanding auditing and tax practice in our  West Palm Beach office. This is your opportunity to use the breadth of your accounting skills to join an elite and growing local firm CPA that offers many opportunities!

Essential Functions:

• This is an upper level tax position.
• You will be responsible for utilizing your educational background as well as communication and organizational skills by reviewing and preparing tax returns, performing tax research, and working with firm Partners, Managers and clients on tax matters.
• Actively supervise most aspects of engagement and work directly with Partners on 50% of engagements, while working with tax manager on 50%.
• Experience preparing tax returns for individuals, trusts, partnerships, S corporations and C corporations.
• Work overtime as required.
• Performs other duties as assigned.

QUALIFICATION GUIDELINES

Knowledge, Skills, and Abilities:

• Strong analytical skills and an attention to detail. Able to identify and assist with implementation of tax planning and tax savings strategies, as well as research and consult on complex tax matters.
• A self-starter, able to perform work with supervision from Tax Partners and Managers.
• Familiarity with standard tax practices and procedures and the ability to apply them to each project assigned. General knowledge of FASB regulations, GAAS, and GAAP. Capable of research and consulting on tax matters.
• Good interpersonal skills including the ability to manage and develop a team.
• Seeks advice of appropriate superiors regarding issues or problems relating to compliance and consulting.
• Familiarity with overall company operations and an ability to understand correlations between internal operating departments.
• A positive and willing attitude is absolutely essential!

Training and Experience:

• Bachelor’s in Accounting required, Master’s in Taxation or LLM a plus, minimum of 4-7 years public accounting experience (Big 4 and / or Regional Accounting firm experience a plus) and strong demonstrated progress to pursue CPA license if not already licensed.
• Experience with Microsoft Office Suite environment is required. Experience with tax technology similar to CCH WK, ProSystem Tax, Engagement, Fixed Assets is also required.
• C-Corp, Partnership, S-Corp, Individual tax preparation and review experience is a requirement of the position.
• ASC 740, ASC 740-10, and multi-state experience preferred, though not required.
• Exceptional client relationship skills essential.
• Effective writing, communication, and tax research skills necessary, experience with tax technology a must.

Audit Manager

OPPORTUNITY:

We are currently looking for an Audit Manager to join us in our West Palm Beach office. The Audit Manager is responsible for leading or participating in audit engagements. Oversees the execution of audit engagements, trains staff and assesses audit quality.

Essential Functions:

  • Ensures that audit activities comply with Audit Department standards
  • Accomplishes audit activities within stipulated schedules
  • Oversee audit activities in the areas of assigned audit responsibility, generally involving tasks of great variety applied to activities of high complexity and exposure
  • Participate in the development of Audit Department standards, policies, and practices.
  • Supervise, direct, train, mentor, and evaluate staff,
  • and in developing a strong team effort among staff members
  • Maintain effective and professional relationships with senior client management
  • Maintains effective and professional relationships with audit clients.
  • Well organized.
  • Performs other duties as assigned.
  • Working knowledge of Internal Revenue Code

QUALIFICATION GUIDELINES:

Knowledge, Skills, and Abilities

  • Strong analytical skills and an attention to detail.
  • Familiarity with standard auditing practices and procedures and the ability to apply them to each project assigned. General knowledge of FASB regulations, GAAS, and GAAP.
  • Working knowledge of Internal Revenue Code
  • Good interpersonal skills including the ability to interview individuals associated with the subject of an audit.
  • Ability to utilize resources available to complete assigned projects.
  • Knowledgeable in the use of computers to document and record audit findings.
  • Familiarity with overall company operations and an ability to understand correlations between internal operating departments.

Training and Experience

  • Bachelor’s or Master’s degree in accounting, minimum of 7 years public accounting experience as an audit professional and is a licensed CPA.
  • Experience with software programs such as Microsoft Office Suite. Proficiency in ProSystem fx Tax, Engagement, and Fixed Assets a plus.

Tax Associate

OPPORTUNITY:

We are seeking talented and accomplished professionals who have been in client-facing roles to join our expanding tax practice in our West Palm Beach office. This is your opportunity to use the breadth of your accounting skills to join an elite and growing local firm CPA that offers many opportunities!

Essential Functions:

• This is a staff level tax position.
• You will be responsible for utilizing your educational background as well as communication and organizational skills by preparing tax returns, performing tax research, and working with firm Partners, Managers, Seniors and clients on tax matters.

QUALIFICATION GUIDELINES:

Knowledge, Skills, and Abilities:

• Strong analytical skills and an attention to detail. Able to identify and assist with implementation of tax planning and tax savings strategies, as well as research and consult on complex tax matters.
• A self-starter, able to complete projects with supervision from Tax Partners, Managers and Seniors.
• Familiarity with standard tax practices and procedures and the ability to apply them to each project assigned. General knowledge of FASB regulations, GAAS, and GAAP. Capable of completing tax research on tax matters.
• Good interpersonal skills.
• Seeks advice of appropriate superiors regarding issues or problems relating to compliance and consulting.
• Familiarity with overall company operations and an ability to understand correlations between internal operating departments.
• A positive and willing attitude is absolutely essential!

Training and Experience:

• Bachelor’s in Accounting required, Master’s in Taxation or LLM a plus, minimum of 1 – 3 years public accounting experience (Big 4 and / or Regional Accounting firm experience a plus) and strong demonstrated progress to pursue CPA license if not already licensed.
• Experience with Microsoft Office Suite environment is required while programs similar to CCH WK and ProSystem Tax, Engagement, Fixed Assets suite experience is plus.
• C-Corp, Partnership, S-Corp, Individual tax preparation experience is a requirement of the position.
• ASC 740, ASC 740-10, and multi-state experience preferred, though not required.
• Effective writing, communication, and tax research skills necessary, experience with tax technology a must.