We are seeking an Accounting Director to lead a team responsible for all financial accounting and reporting for the clients of a private trust company. Clients include individual family members, partnerships, corporations, trusts, and private foundations. This is a significant leadership role in the organization and we are looking for someone who is not just an expert in their field, but also brings a high level of personal leadership. This is a manager of managers’ role and reports directly to the COO. 

The Accounting Director is expected to lead beyond his/her role, demonstrating a high degree of personal leadership and mentoring others. The controller is also the business partner responsible for the financial technology systems. Our ideal candidate will bring energy, a positive attitude and a deliver results in a way that everyone says “I want to work with that person!”

THIS POSITION IS RESPONSIBLE FOR:

• Lead the preparation of monthly financial statements and annual financial reporting
• Lead the development of annual expenditure budgets and financial forecast for the company and its clients
• Oversee the budget and risk management
• Oversee investment partnership accounting
• Maintain accuracy, quality and timeliness of all financial data including ensuring proper controls and management of audit process
• Foster a highly engaged, positive, collaborative work culture and have direct accountability to coach and lead the accounting team members

BASIC QUALIFICATIONS - required for this role:

• Bachelor’s Degree
• 10+ years of accounting or tax experience
• Minimum 5 years prior people management experience

PREFERRED QUALIFICATIONS - You will stand out if you have:

• Certified Public Accountant
• Accounting and/or tax experience within a family office or trust company
• Master of business administration degree
• Strong understanding of tax partnership, investment fund and/or trust accounting rules
• Experience in risk management, managing vendors and outside entities, ability to build trusting business relationships
• Proficient in Microsoft Office products
• Exemplary personal leadership, including a will to win as a team, high level of personal accountability and learning agility
• Strong interpersonal savvy and relationship building skills. Strong customer-focus and collaborative approach to work
• Strong written and verbal communication skills, able to effectively communicate complex material in a concise and understandable way to a variety of audiences

We are an equal opportunity employer.  All qualified applicants will be considered for employment without regard to race, color, religion, sex, age, pregnancy, national origin, physical or mental disability, genetics, sexual orientation, gender identity, veteran status, or any other legally-protected status.  Principals only please.