Senior Manager

Overview

We are seeking a dynamic and highly skilled Senior Manager to lead our financial and accounting teams with energy and precision. This pivotal role offers an exciting opportunity to drive strategic initiatives, ensure regulatory compliance, and enhance financial operations across diverse business units. As a Senior Manager, you will be at the forefront of managing complex financial processes, fostering a culture of excellence, and delivering impactful insights that support our organization’s growth and stability. Your expertise in accounting standards, tax law, financial analysis, and regulatory compliance will be instrumental in shaping our financial success.

Duties

• Lead and oversee comprehensive accounting functions including general ledger reconciliation, balance sheet management, and financial statement preparation in accordance with GAAP (Generally Accepted Accounting Principles).
• Manage tax compliance activities, including individual, corporate, and non-profit tax reporting, ensuring adherence to tax law and regulations.
• Supervise auditing processes, internal controls (such as SOX compliance), and regulatory reporting to uphold transparency and accuracy.
• Drive financial analysis and reporting efforts by interpreting financial statements, preparing detailed reports, and providing strategic insights for decision-making.
• Oversee asset management activities such as budgeting, investment analysis, mergers & acquisitions support, and financial planning initiatives.
• Collaborate with cross-functional teams on complex projects involving securities law, LIHTC (Low-Income Housing Tax Credit), private equity transactions, and other specialized financial services.
• Ensure effective client communication by presenting financial concepts clearly to stakeholders at all levels.
• Maintain rigorous compliance with tax law requirements including tax reporting, tax return preparation, and tax accounting practices.
• Utilize advanced accounting software like Quicken or similar tools to streamline processes and improve accuracy across all financial operations.

Requirements

• Extensive experience in accounting and finance roles with a strong background in technical accounting standards such as GAAP.
• Proven expertise in estate planning, wills, trusts & estate law, corporate tax law, and regulatory compliance accounting.
• Demonstrated ability to manage complex financial analysis including asset management, budgeting, and investment strategies.
• In-depth knowledge of SOX (Sarbanes-Oxley Act) compliance procedures and internal controls.
• Strong understanding of securities law, LIHTC programs, Mergers & Acquisitions (M&A), and public accounting practices.
• Proficiency with accounting software like Quicken or equivalent systems for accurate record-keeping and reporting.
• Excellent analytical skills for account reconciliation, balance sheet review, financial report interpretation, and general ledger management.
• Exceptional client communication skills to effectively convey complex financial concepts to diverse audiences.
• Bachelor's degree in Accounting, Finance or related field; CPA or equivalent certification preferred but not required.
• Prior experience working within regulatory environments such as tax law or securities law is highly desirable.

Join us as a Senior Manager to lead with energy and precision—driving impactful financial strategies that support our organization’s mission of excellence!

Pay: $45.85 - $55.21 per hour

Expected hours: 48.0 per week

Benefits:

• 401(k)
• 401(k) matching
• 403(b)
• 403(b) matching
• Childcare
• Employee discount
• Employee stock ownership plan
• Gym membership
• Health savings account
• License reimbursement
• Life insurance
• Parental leave
• Pet insurance
• Professional development assistance
• Referral program
• RSU
• Stock options
• Unlimited paid time off
• Visa sponsorship

Work Location: In person