Director of Finance - The Quest Organization

New York-based family office, which has real estate holdings and investment activities, is seeking a Director of Finance

The Director of Finance will be a key member of the leadership team who will provide financial oversight for a diverse portfolio of interests in real estate and will be responsible for:

Accounting, Tax and Cash Management

• Establish, implement and enhance accounting systems, internal controls and procedures
• Ensure timeliness, accuracy, and usefulness of financial and management reporting
• Oversee and prepare tax workpapers for the preparation of various tax returns
• With the assistance of outside tax advisors, manage tax planning, compliance, and timely and accurate filing of all tax returns (C and S Corps; Limited Liability Companies; Partnerships; Trusts and Foundations; individual family members)
• Ensure legal and regulatory compliance regarding all financial functions
• Oversee the management of real estate holdings
• Oversee the preparation of budgets, as needed
• Oversee payroll and health and benefit plans
• Support decision making with practical and rigorous analytics

Wealth Management, Tax Planning, Risk Management, Investment Stewardship

Drive efficient and effective income and estate tax planning by partnering with accountants, tax advisors,

insurance brokers and estate attorneys.

• Manage the process to develop and implement tax-efficient wealth transfer strategies, including trust and entity design
• Oversee the insurance program for the family and their underlying real estate assets
• Support financings and financial operations related to real estate holdings and mezzanine debt

QUALIFICATIONS

• A background based in accounting and tax and at least 10 years of experience that will include public accounting, preferably with a large or regionally recognized CPA firm
• CPA a plus
• 5+ years in a senior management position working for a mid-sized family office with real estate and other investment holdings
• Prior exposure to tax issues associated with Limited Liability Companies; Real Estate Partnerships; C and S Corporations; Trusts and Foundations
• General knowledge of taxation related to personal income tax, trusts and estates, gift tax, and wealth retention strategies
• Experience working directly with family members, senior management, and various outside advisors   
• Experience managing teams of people with the ability to mentor, motivate, and train staff
• IT infrastructure and computer/software knowledge a plus      
• Strong verbal and written communication skills