Senior Accounting & Investment Support Specialist

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Senior Accounting & Investment Support Specialist

We are seeking a meticulous and versatile finance professional to provide comprehensive accounting support across multiple portfolios (personal, trusts, and legal entities) while assisting our Chief Investment Officer with private investment analysis.

About the Role:

This position combines hands-on accounting responsibilities with analytical support for investment decisions. You'll manage complex financial records across multiple entities while contributing to the evaluation of private investment opportunities. The ideal candidate thrives in a detail-oriented environment and can seamlessly navigate both technical accounting work and strategic financial analysis.

Key Responsibilities:

Accounting & Cash Flow Management 40%

• Maintain accurate and timely financial books for multiple entities (personal and legal)

• Identify and implement process improvements or automation opportunities in accounting and reporting.

• Manage general ledger entries, reconciliations, and month-end close processes

• Oversee accounts payable/receivable, expense tracking, and financial reporting

• Ensure compliance with accounting standards and tax requirements across all entities

• Process and schedule monthly, quarterly, and annual bill payments across all entities

• Maintain payment calendars and ensure timely processing to avoid late fees, etc.

• Manage bank accounts, signatories, documentation, and oversee wire transfers and account access

• Create/maintain cash flow projection models

Trust & Estate Administration 20%

• Administer financial aspects of family trusts and estate structures

• Maintain detailed records of trust transactions, distributions, and beneficiary reporting

• Coordinate with external counsel and advisors on trust-related matters

• Prepare financial statements and documentation for trust administration

Tax Coordination & Documentation 10%

• Gather and organize financial records for tax preparation

• Upload and maintain annual tax return documents in secure filing systems

• Coordinate with CPAs and tax advisors to ensure timely filing

• Track tax payment deadlines and estimated tax requirements

• Maintain organized archives of prior year returns and supporting documentation

Investment Support 30%

• Assist the Chief Investment Officer in reviewing private investment opportunities

• Conduct financial due diligence on potential investments, including financial statement analysis

• Track and report on existing private investments, including capital calls and distributions

• Maintain investment records and prepare performance reporting

• Support preparation of investment committee materials

• Populate subscription Documents

• Ensure funding of investment commitments

Required Qualifications:

• Bachelor's degree in Accounting, Finance, or related field

• 5+ years of experience in accounting, with exposure to both corporate and personal financial management

• Strong knowledge of GAAP and bookkeeping best practices

• Experience with trust accounting and administration

• Exceptional attention to detail with a commitment to accuracy

• High proficiency in accounting software (QuickBooks, or similar) and Microsoft Excel

• Experience managing bill payment systems and vendor relationships

• Ability to handle confidential information with discretion

• Project management skills for handling special projects

Preferred Qualifications:

• Meet qualifications to pursue CPA and/or CFA certifications

• Experience supporting family offices or high-net-worth individuals

• Familiarity with private equity, real estate, or alternative investment structures

• Familiarity with consolidated reporting across multiple entities

• Understanding of tax implications for trusts and investment entities

• Experience with investment tracking and performance reporting systems

• Knowledge of virtual data rooms for investment due diligence

• Knowledge of document management systems and secure file storage protocols

Key Competencies:

• Meticulous accuracy and strong organizational skills

• Analytical mindset with ability to synthesize complex financial information

• Proactive problem-solver who anticipates needs and deadlines

• Clear communicator who can explain financial concepts to non-financial stakeholders

• Ability to manage multiple priorities and deadlines effectively

• Discretion and professionalism in handling sensitive financial matters

• Strong time management skills with ability to track recurring obligations

• Adaptability to evolving family office priorities

• Comfort with ambiguity in a less structured environment than corporate accounting

This role offers the opportunity to work closely with senior leadership in a dynamic environment where your attention to detail and broad financial expertise will directly impact decision-making and financial stewardship.

Note: We do not accept resumes from headhunters, placement agencies, or other suppliers that have not signed a formal agreement with us.

Interstate Batteries provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sex, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Interstate Batteries complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Interstate Batteries expressly prohibits unlawful discrimination on the basis of age, race, color, religion, creed, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), sexual orientation, medical condition, genetic information, national origin, ancestry, disability (mental and physical), marital status, military status, veteran status, citizenship or any other characteristic protected under applicable local, state or federal law.