Senior Tax and Finance Accountant

Position Purpose

The position provides critical support to the Family Office by preparing and reviewing financial statements, tax returns, and supporting workpapers for a complex group of family entities, trusts, and individuals. The position reports to the Vice President of Finance & Accounting and serves as a key technical resource within the department. This role is designed for a professional seeking to grow into leadership.

Key Accountabilities

Accounting & Financial Reporting:

• Maintain and review general ledger activity, journal entries, accounts payable, and   bank and investment reconciliations across multiple entities
• Review financial statements and supporting schedules; prepare as needed
• Present or co-present quarterly financial results to leadership
• Perform and review cash and financial analysis
• Manage daily movement of cash
• Prepare loan amortization schedules
• Support the annual budgeting process
• Identify and implement process improvements, controls, and documentation standards

Tax:

• Prepare and review in-house tax workpapers, returns, and tax basis calculations for partnerships, trusts, and individuals
• Review returns and workpapers prepared by external advisors and staff, identifying issues and recommending changes
• Oversee other tax filings such as 1099s, excise and sales & use returns, Secretary of State filings, and quarterly estimates
• Research, draft, and manage responses to tax notices and taxing authority inquiries
• Coordinate with outside CPA firms, attorneys, and advisors on compliance timelines and deliverables

Planning & Advisory Support:

• Assist with building financial models that support transactions and family decisions
• Support estate, gift, trust and income tax planning through modeling, projections and technical research
• Partner with investment managers, trustees, and outside legal counsel on planning and transaction matters

Other:

• Assist in maintaining filing system
• Assist with administration of CCH Document Suite, Emburse, and Corporate Credit Cards
• Interface with Pohlad Family members, household staff, and internal and external   relationships on numerous matters
• Assist with keeping minute books up to date
• Assist with appraisal information
• Assist with investment documents and execution
• Assist with business and personal insurance matters
• Assist with human resources and benefits documents and execution
• Lead or support special projects, as assigned

Supervisory Responsibilities – No direct reports initially. Provides day-to-day guidance, training, and first-level review of work performed by staff accountants and outside service providers. Expected to develop toward formal supervisory responsibilities as the department evolves and grows.

Required Knowledge, Skills & Abilities

• Flexible, team oriented, and a contributor to an enjoyable, fun workplace
• Possess a strong aptitude and desire to learn
• Excellent written and verbal communication skills, including with family members, leadership, and outside advisors
• Strong attention to detail
• Demonstrated experience reviewing work prepared by others
• Strong technical knowledge of partnership, trust, and individual taxation
• Ability to mentor, train, and provide constructive feedback to others
• Sound judgment in handling confidential family and business matters
• Ability to manage multiple deadlines and priorities
• Familiarity with Microsoft Office Suite, Acumatica (ERP), Fixed Asset Manager, and CCH Document Suite is a plus
• Willingness to learn new software and technology, including automation and AI tools

Education and Experience

• Four-year accounting degree required

• Minimum of 4 years’ related work experience, including public accounting and/or family office experience with partnership, trust, and individual tax compliance
• CPA license preferred
• Experience reviewing the work of others or supervising staff preferred