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Description

The salary range for this position is $160,000-$165,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]

Spring is here! Want to be with a company that will ensure you get to enjoy the warm weather when it gets here? You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance.

Job Description:

The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management, financial management, treasury, insurance, and technology services to the enterprises of two wealthy families, including business entities, trusts, individuals and foundations. The Manager position reports to the Group Leader and works well with all of the other professional service providers.

Key Duties & Responsibilities

• Management of quarterly Financial Statements and custom reports for all Individual, S Corporation and Foundation enterprises.

• Review and manage annual Fair Market Value Balance Sheet project.

• Manage annual tax return process for Individuals, Partnerships, S-Corporations and Foundations.

• Review tax projections and quarterly estimates.

• Identify and research tax issues, consult with internal tax experts.

• Review and reconcile journal entries and general ledger for multiple individuals, LLC’s, partnerships, S-Corporations and foundations.

• Review insurance policies, claims and schedules for individuals, personal entities and foundations.

• Mentor and develop staff accountants within Individual/Foundation Group.

• Identify future needs of the family office accounting function and recommend appropriate plans/actions.

• Lead and manage special projects, as needed.

Requirements

Job Requirements:

• A minimum of 7-10 years’ of public accounting or similar family office experience with emphasis on individuals, partnerships, trusts and not-for-profit entities.

• Relevant undergraduate degree required.

• CPA preferred.

To apply to this hybrid role please send your resume to [email protected]

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .