Americo Financial Life and Annuity · 2 days ago
Family Office Accounting and Tax Controller
Kansas City, MO
Full-time
Onsite
Senior Level
5+ years expAmerico Financial Life and Annuity is a life insurance and annuity company providing innovative products to customers. They are seeking a seasoned finance leader to oversee treasury operations, financial reporting, investment accounting, and tax compliance for their family office.
BankingConsultingCrowdfundingFinancial ServicesInsuranceRetirement
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
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
Preferred
Knowledge of QuickBooks, OneSource Express RS, Addepar and Enfusion are a plus but not required
Benefits
Robust bonus program
Generous paid time off
11 paid company holidays
Maternity leave program
Paid STD and LTD
Comprehensive health and life insurance options
FSA or HSA accounts
Tuition reimbursement programs
401(k) with a company match
Volunteer time and donations to local organizations
Kansas City Corporate Challenge
Royals Party at the K
Legendary Holiday Party
Complimentary paid parking
Company
Americo Financial Life and Annuity
Americo Financial Life and Annuity is a financial services company that offers life insurance services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mark Fallon
Senior Vice President and Chief Financial Officer
Renee Platz
Executive Assistant-CIO/Sr VP-Investments
Recent News
Company data provided by crunchbase