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Friends of the Firm Job: The Better Business Bureau, Accounting Manager and an Interim CFO/CEO.

Job #655: Director - Miami, FL (11-27-17)

  • Job Title: Director
  • Location: Miami, FL
  • Salary: $125,000

Job Description:

Miami-based family, headed by the CEO of a national insurance advisory firm, has created a new position for a professional to have complete oversight of their personal financial outflow and the administration of their various family trusts and other investments. The ideal candidate will regularly interface with the family’s professional advisors and will be the point person for all financial discussions. This is a unique opportunity with great growth potential and competitive compensation. A wide range of backgrounds and career experiences will be considered.

Responsibilities:

  • Coordinate tax preparations
  • Monitor and analyze portfolio positions in equities and alternative investments
  • Assist in evaluating business and real estate opportunities, managing lines of credit, business and family loans, as well as cash distributions to family members
  • Coordinate on tax strategies for the family involving their investment portfolio
  • Preparing documentation for new investments
  • Managing trust documents and working with financial advisors
  • Working with Principals and Attorneys to review and update corporate structures and some estate planning

Requirements:

  • Bachelor degree in Finance, Accounting, or related field
  • Strong financial forecasting and modeling ability
  • High level of written and oral communication skills
  • Must have superb MS Office skills
  • Knowledge of trust and estate tax matters
  • Advanced degree, preferred
  • Must have highest level of integrity, ethics and professionalism

Interested candidates should contact Serra Vinograd at: svinograd@harborgroupconsulting.com.  Please mention that you are a member of EisnerAmper's Friends of the Firm program.