Advanced Search
Title
Company
Description

Location:

Start New Search:

accountant remote
block by block
trusts estates
jvs
members first
investment operations
quicken
vantage
accountant cpa
tax accountant
enrolled agent
cpa firm
high net worth
tax manager
vaccine
landlord
daily cash
office operations
peachtree
cfo

Controller - Multigenerational Family Office

Share Job
Suggest Revision
The Johnson CompanySyracuse, NY
  • Seeking a senior level accounting professional who will be responsible for varied operations and day to day accounting and treasury functions for the family.
  • This is a great opportunity for an experienced accounting professional who is driven to support the CFO of a privately held and established Single Family Office.
  • Work closely with the CFO and alongside the Tax Manager and Director of Investment Operations to manage the day-to-day workflows/deliverables
  • Closely monitor cash flows and perform treasury functions as needed
  • Oversight of payroll for the Management Company and the Familys personal entities
  • Oversee the books and records for the family office management company, investment partnership, trusts and other family entities
  • Prepare monthly net worth statements, annual budgets and other ad-hoc management reporting
  • Prepare line of credit drawdown and repayment instructions and coordinate with lenders
  • Prepare interest calculations for notes in accordance with the terms of the agreements
  • Oversight of Accounts Receivable and Payable processes (including intercompany charges)
  • Analyze and reconcile monthly bank and brokerage accounts to statements for the Management Company, Family and real estate entities
  • Oversight of capital calls and distributions processes for the investment companies
  • Prepare and review year-end financials and tax workpapers for the tax return preparation process
  • Involve with opening/closing bank/brokerage accounts
  • Lead and manage the implementation of new accounting system and migration project
  • Collaborate with the Accounting Team to define proper controls, policies and procedures
  • Provide accounting guidance on complex matters and build a positive and rewarding team culture
  • Bachelors/Masters Degree in Accounting, CPA preferred
  • 10+ years of progressive public/private accounting experience (family office a plus)
  • Experience with partnership accounting and taxation (including trusts, estates and foundations)
  • Proficient in Microsoft Office Suite
  • Knowledgeable of accounting systems (Asset Vantage, QuickBooks, Quicken and Peachtree)
  • Ability to think proactively and work in a highly collaborative environment
  • Proven self-starter with excellent organizational skills and high attention to detail
  • Strong interpersonal skills, business maturity and discretion, with significant experience working with senior management on highly confidential and high-profile matters
  • Willingness to address both complex high-level issues as well as routine day to day activities with equal enthusiasm
  • Excellent written and verbal communication skills and unquestionable integrity and ethics
  • The Company is located in mid-town Manhattan and offers excellent benefits including health, dental and 401k plan.

Similar jobs:

Active
  • All Jobs
  • Active
Tax Accountant / Senior Tax Accountant - REMOTE Or in - Office
NorthPoint Search GroupSyracuse, NY
The Tax Accountant will be responsible for the preparation of federal and multi-state tax returns for High Net Worth Individuals, Partnerships, S Corps, Estates etc
Full-timeRemote
Controller
Cityblock HealthSyracuse, NY
Cityblock Health is the first tech-driven provider for communities with complex needs bringing better care to where it's needed most, block by block.
Controller
Robert HalfNorth Syracuse, NY
- Advanced credentials such as a Masters of Business Administration / MBA or Certified Public Accountant / CPA are preferred
Office Manager
NurxSyracuse, NY
Nurx is looking for an Office Manager to perform a variety of support activities for the Pharmacy Team in Syracuse, NY. This includes general office management, reception and administration.
Plant Controller, Area
CNY OutsourcingSyracuse, NY
Plant Controller - Syracuse, NY area
jobsearcher.com/blog
Management Job Titles: Which One Fits You?

We all know what managers do because we’ve all worked under at least one (if not many) over the course of our careers. And, boy, can they impact our lives – both at the office and personally. On one hand, a bad manager can torpedo morale and even drive us to seek a new job. Someone who is good at managing others, on the other hand, will inspire and motivate us. In the same way, managers – good and bad - directly impact our happiness at work (and in life). 

Office Analyst
SUNY Upstate Medical UniversitySyracuse, NY
Associated topics: chief program officer, cpo, manage, manager, management, monitor, product manager, project manager, relationship manager, task
Full-time
Branch Office Administrator
Kelly ServicesSyracuse, NY
Reporting directly to the Branch Sales Manager, the Branch Office Administrator (BOA) assists the field management team with daily operations to reach branch goals.
Full-time
Business Analyst I Or II (Job Family)
AnthemEast Syracuse, NY
At Beacon Health Options, a proud member of the Anthem, Inc. family of companies, it's a powerful combination.
Office Manager
Manhattan Veterinary GroupSyracuse, NY
Follow-up next morning to make sure UC transactions were done correctly*Fill out daily deposit slip, bank bag, transaction envelope*Make sure bank deposits are madeProduction Management:*Meet with Medical Director, Hospital Manager, Regional Managers regularly to discuss, evaluate and plan for the welfare of the practice.
jobsearcher.com/blog
How to Write a Warehouse Manager Resume (Tips & Examples)

Warehouse managers are in high demand these days, in large part due to the popularity of e-commerce companies like Amazon and eBay. Not only are they in demand, but the average salary has been increasing as well. This is good news if you’ve been working in a warehouse for several years and are looking to progress in your career.

Office Assistant
CortechSyracuse, NY
2-3 years prior affordable housing apartment leasing experience preferred.
$17 an hour Full-time
Office Assistant
CorTech LLCSyracuse, NY
2-3 years prior affordable housing apartment leasing experience preferred.
$17 an hour
Office Assistant
CorTechSyracuse, NY
2-3 years prior affordable housing apartment leasing experience preferred.
Full-time
Deputy Director, Office of Veteran And Military Affairs (OVMA)
UniversitySyracuse, NY
Assists in directing the daily operations of the Office of Veteran and Military Affairs (OVMA) at Syracuse University and the integration of its mission areas and support functions to include Army ROTC, Air Force ROTC, Office of Veteran Success, Veteran Admissions, Veteran Career Services, Veteran Affinity Group, and the Student Veteran Organization.
jobsearcher.com/blog
Help! Which Best Regards Variation Should I Use?

When it comes to writing a cover letter or other professional correspondence, people pay attention to the introduction and body text, but what about the ending? While a simple “thank you” often works, there are many times when it doesn’t and you may need a backup closing. One of the best closings to consider is regards. So, here are a few things to consider, as well a few variations to try. 

Specialist, Medical Office
LorettoSyracuse, NY
Under the direct supervision of the Clinic Manager and Provider, the Specialist, Medical Office provides clinical and administrative support for the Nurses and Providers in the PACE CNY Primary Care Clinic and the Ancillary Clinic (Podiatry, Optometry, and Dental).
Full-time
Office Coordinator III
Syracuse UniversitySyracuse, NY
Oversees weekly and semi-monthly payroll for ~700 college employees including RAP and PAM forms and personnel data entry requirements.
Full-time

Latest Blog Posts:

jobsearcher.com/blogBusiness Development Manager Resume Guide: 7 Winning Tips + ExamplesHave you been cranking out the calls for a couple years now as a sales rep and feel like you’re finally ready to move up into a management position? If so, it’s time to put together a business development manager resume (or CV) that’s going to impress HR and land you your dream job. 
jobsearcher.com/blog5 Examples to Help Answer "What Do You Know About Our Company?""What do you know about our company?"
jobsearcher.com/blogHow to Survive the First 90 Days of a Career ChangeThe hard work is done. You’ve tended your resignation without burning bridges. You’re at peace with the sunken cost of putting a successful career trajectory on hold. You’ve modeled out your cash flows. Your health insurance is buttoned up. After all, quitting should be easier for executives – with savings come safety nets. Yet, once they quit they look more like deer in headlights than wolves of Wall Street. I should know, six years ago I was one of them.
jobsearcher.com/blogHow to Decide Among the 4 Types of Interview AttireSo you’ve done it. You went ahead and submitted your resume to a few companies, and you ended up getting a call back for a job you think is perfect. You know you have to make a terrific impression at the interview, and that includes finding the right thing to wear. 
jobsearcher.com/blogA Quick Guide to Declining a Job OfferBeing offered a job is usually a huge relief and a really happy moment, especially when you have worked so hard on the recruitment process to get to a point where the company wants to hire you. When it gets to the stage where you have received communication that you have been offered the job, the ball is in your court.
jobsearcher.com/blogTop 12 Highest Paying Jobs and How to Land OneThere are many things to consider when applying for a job, but the truth is that the financial aspect of a job is generally very important to any candidate. Although you may want to pursue a job that you are passionate about, the chances are that you take the salary into consideration before even applying for a job. At the end of the day, employees have bills to pay and having enough money to live comfortably is something most job applicants need to consider. 
jobsearcher.com/blog5 Tips to Write the Perfect Letter of RecommendationSo if you have been asked to write a letter of recommendation, but don't know where to start, you are in the right place. Keep reading on to see some tips on how to write the perfect letter.