Found Description
Responsibilities and Duties
- Serve as the primary contact person for the families regarding accounting and fiscal matters.
- Work collaboratively with various departments to identify opportunities and provide recommendations to the families based on their needs.
- Coordinate financial activities with family advisors such as bankers, accountants and lawyers.
- NAVIGATE and understand complex structures involving investment companies, trust companies, partnerships and multiple generations.
- Conduct mandates with professional standards using sound methodologies and techniques.
- Coordinate, supervise and provide training to staff in the preparation of financial information and tax returns.
- Efficiently review compilation engagements as well as corporate, personal and trust returns.
- Coordinate and manage various compliance requirements and deadlines.
- Provide fi...