Commonwealth Financial Network

Office of the Chairman: Accounting and Tax Manager

Job Locations US-MA-Waltham
Job ID
W-2021-128
# of Openings
1
Category
Office of the Chairman
Type
Permanent/ Full-Time

Overview

Are you looking for an outstanding opportunity to join a rapidly evolving ultra-high-net-worth (UHNW) single-family office? Do you have relevant experience working with UHNW families, an innovative and client service-oriented mindset, and relevant accounting and tax experience? Our innovative family office team is looking for an exceptional accounting professional who thrives on delivering indispensable service to UHNW clients.

 

Reporting to the head of finance and accounting for the family office, you will be responsible for book and tax accounting, financial and tax reporting, analysis, compliance, and bill pay and cash disbursements for individuals, trusts, investment partnerships, and private foundations.

 

Key Responsibilities 

  • Maintaining books and records for individuals, trusts, partnerships or LLCs, and private foundation
  • Ensuring timely and insightful financial and management reporting; private equity investment accounting and reporting
  • Managing external family office software provider services
  • Recommending and implementing policy, procedure, and internal control improvements
  • Supporting risk management and asset protection strategies; financial analysis as needed
  • Retaining tax books and records; overseeing tax matters (i.e., tax preparation, compliance, estimated tax payments)
  • Coordinating with external tax preparer for income tax returns and other filings (i.e., state income tax, LLC tax returns)
  • Assisting with estate and tax planning initiatives
  • Guiding weekly cash disbursement and bill pay processes, monitoring daily cash balances and related activities
  • Aiding operating companies and private foundations; administrative and operational support as needed

Core Strengths 

  • Excellent technical accounting and tax knowledge
  • Experience in tax compliance and preparation for individual, trust, and nonprofit tax matters
  • Strong work ethic; hands-on, proactive, and positive attitude
  • Outstanding organizational skills and attention to detail; passion for improving processes and efficiencies
  • Skilled at working independently and collaboratively
  • Exceptional communication skills; comfortable interacting with all levels of the organization
  • Adaptability to shifting priorities; can effectively execute in a fast-paced environment while meeting deadlines
  • Proven ability to handle sensitive and confidential information with complete discretion

Additional Skills and Knowledge 

  • 3-5 years of accounting and tax experience working with HNW individuals and related trusts, partnership accounting, and private equity accounting and reporting
  • Undergraduate or graduate degree in accounting or tax, with CPA or advanced tax degree
  • Relevant experience in public accounting, law firm, trust company, or family office is required

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves. 

   

Picture Yourself Here  

Imagine keeping company with big thinkers and even bigger doers who share a common purpose to make a profound difference. Figure in an experience-it-to-believe-it culture, massive growth potential, and benefits galore, and you get the full impression. 

 

We are committed to providing a supportive, equitable environment where you can bring your full, authentic self to your work every day and truly thrive in meaningful ways—personally and professionally. At Commonwealth, everyone plays a part in our success story. And in building a more diverse and inclusive workplace, we are broadening our perspectives and capabilities. Together, our potential is limitless. We invite you to join us on the path to a brighter future!

  

About Commonwealth  

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide.   

J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.  

  

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, so our employees genuinely enjoy coming to work. Our refreshing workplace culture has earned us 43 Best Place to Work awards—and counting.   

  

The Fine Print  

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.  

  

Commonwealth is an equal opportunity employer, making intentional efforts to source the very best talent from all backgrounds.   

 

 

 

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed