Senior Tax and Finance Accountant

Pohlad Companies•Minneapolis, MN

5d•$87,000 - $120,000

About The Position

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.

Requirements

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
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
Willingness to learn new software and technology, including automation and AI tools

Nice To Haves

CPA license preferred
Experience reviewing the work of others or supervising staff preferred
Familiarity with Microsoft Office Suite, Acumatica (ERP), Fixed Asset Manager, and CCH Document Suite is a plus

Responsibilities

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
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
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
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
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.