in a fast-growing environment CPA strongly preferred Experience managing relationships with auditors, taxadvisors, fund... closes, audits, tax compliance, and ASC 820 valuation workflows Lead financial operations for both the management company...
, and tax. The ideal candidate will possess a proactive and innovative mindset with a proven track record of raising capital... with external financial professionals and legal advisors. Create and execute strategies to optimize the company's cash management...
President of Finance, Corporate Tax Director and Business Unit Leaders as needed Support family ownership and estate tax... planning by providing financial data and analysis to external advisors, in coordination with the VP of Finance Ad hoc...
clients, understanding their financial goals and needs. Ability to partner with wealth advisors to sell the benefits of the... must be capable of working in a team environment with Wealth Advisors, Trust Administrators and Portfolio Managers. Financial...
, etc.) Coordinate with external auditors and taxadvisors Support budget and forecast processes with variance analysis Support special... and internal accounting policies Manage state and federal tax return compliance Team Leadership & Development Supervise...
and compliance. Collaborate with global taxadvisors to ensure effective tax strategy, compliance, and optimization. Leadership..., and tax regulations. Coordinate with local finance teams and external auditors to complete statutory audits and filings...
regulations Lead budgeting, forecasting, and variance analysis across departments Manage audits, tax filings, and grant... reporting in partnership with external advisors Strengthen internal controls and risk mitigation practices Guide Investment...
modeling, and performance analysis. Manage relationships with auditors, taxadvisors, and financial institutions. Implement..., tax regulations, and real estate financial standards. Lead month-end and year-end close, consolidations of property...
modeling, and performance analysis. Manage relationships with auditors, taxadvisors, and financial institutions. Implement..., tax regulations, and real estate financial standards. Lead month-end and year-end close, consolidations of property...
tax filings in collaboration with external taxadvisors. Ensure completion of annual audits and compliance... or management experience. Active CPA strongly preferred;MBA or CMA is an advantage....