Aminov Search Partners
Morristown, NJ, USA
Join a prestigious private family office that offers tailored investment management, estate planning, and comprehensive tax services to a high-net-worth family spanning multiple generations. This hands-on role requires full-time, in-office presence and involves leading key financial operations while managing a dedicated team. Responsibilities include overseeing daily accounting activities, ensuring timely month-end closings, and producing insightful management reports. You will also be tasked with enhancing internal controls, driving financial process improvements, managing risk and insurance issues, formulating operating budgets, and facilitating trust and portfolio-related transactions.
As a central figure, you'll liaise with trustees, legal, and financial advisors, and consolidate financial data for various entities. Additionally, your expertise will guide complex tax preparation and strategy, involving tax software solutions and detailed correspondence with external tax...
| Job Specialty: |
Tax
|