Alliance Resource Group has partnered with a family office that is looking to add two senior accountants to their team due to year over year growth.
What is a family office? A family office is a private firm that the manages the financial and administrative services for ultra high net worth individuals and their families.
Why work for this family office?
This family office offers excellent work-life balance, a hybrid work schedule, and tech-style benefits. You will also gain exposure to estate and tax planning as well as unique investment opportunities.
Key Responsibilities:
- Prepare personal income statements and balance sheets
- Develop cash flow projections and forecasts
- Conduct financial analysis to measure the performance of investments
- Analyze and value privately held assets, including but not limited to real estate and private equity investments
- Partner with the family to ensure they achieve their financial goals
- Oversee tax compliance and assist with managing outside vendors
Requirements:
- Bachelor's degree in Accounting, Finance, or a related field
- Minimum of 3-6 years of progressive experience, preferably with several years in a family office environment, registered investment advisor (RIA) firm, or business managment firm. Will also consider someone with a flow through taxation background.
- CPA license preferred