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Americo Financial Life and Annuity · 1 week ago

Family Office Accounting and Tax Controller

Kansas City, MO

Full-time

Onsite

Senior Level

5+ years exp

Americo Financial Life and Annuity is a life insurance and annuity company with over 100 years of history. They are seeking a seasoned finance leader to manage treasury operations, financial reporting, investment accounting, and tax compliance for their family office. The role involves overseeing financial statements, tax returns, and investment reporting while supervising a team and collaborating on various projects.

BankingConsultingCrowdfundingFinancial ServicesInsuranceRetirement

Comp. & Benefits

Responsibilities

Oversee all general accounting functions, for a wide variety of private investments, including real estate, oil and gas, and tax credit equity

Oversee and manage the preparation financial statements, consolidations, and reporting on a quarterly and annual basis for the entities, trusts, and family members

Manage the tax compliance preparation process including review of various S-Corp, partnership, trust, and high-net worth individual tax returns

Oversee all aspects of the family office treasury functions across multiple entities, trusts, and individual checking and investments accounts, including reviewing bank reconciliations and communication with management on cash flow budgeting and forecasting

Monitor and report on investment accounting and performance, including reviewing monthly investment account reconciliations and portfolio reports

Supervision and development of accounting and tax staff, including evaluation of current accounting policies and procedures and potentially development process improvements where necessary in conjunction with business needs and costs

Collaborate closely with the Vice President and Assistant Vice President-Tax on a variety of ad hoc projects/tasks

Qualification

Certified Public Accountant (CPA)GAAP knowledgeFinancial reportingMicrosoft Office SuiteTax complianceInvestment accountingAnalytical skillsCommunication skillsTeam managementOrganizational skills

Required

Certified Public Accountant (CPA) with 5+ years of public or equivalent accounting and tax experience

Strong knowledge of accounting principles and controls (GAAP), financial reporting, tax regulations, and corporate, partnership, trust, and high-net-worth individual tax compliance

Advanced proficiency in Microsoft Office Suite, particularly Excel

Ability to research finance and tax issues and investigate technical conclusions with the assistance of the AVP-Tax

Ability to analyze financial results and intuitively conclude as to reasonableness

Ability to communicate professionally (orally and written) with internal and external audiences, such as family members, legal advisors, bankers, and external partners

Ability to build relationships with internal and external stakeholders and family members

Moderate knowledge of management principles when it comes to leading, organizing, and developing direct reports. This position will manage a team of 3 direct reports

Ability to manage processes and projects and allocate resources within the family office as needed

Highly organized, detail-oriented, and capable of managing multiple priorities, such as identifying and focusing on the most important issues and balancing multiple and sometimes conflicting priorities

Ability to work independently and maintain a high level of discretion and confidentiality

4-year college degree

Certified Public Accountant (CPA)