Position PurposeThe 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.
Key AccountabilitiesAccounting & Financial Reporting:- 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
Tax:- 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
Planning & Advisory Support: - 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
Other:- 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
Supervisory Responsibilities - No direct reports initially. 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.
Required Knowledge, Skills & Abilities- 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
- Familiarity with Microsoft Office Suite, Acumatica (ERP), Fixed Asset Manager, and CCH Document Suite is a plus
- Willingness to learn new software and technology, including automation and AI tools
Education and Experience- 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
- CPA license preferred
- Experience reviewing the work of others or supervising staff preferred
At Pohlad Companies, we offer a comprehensive and competitive benefits package which reflects our commitment to supporting the health, financial stability, and overall well-being of our employees. The range of benefits are designed to help employees thrive both professionally and personally, and include:
401(k) & matching; Medical, Dental, Vision Insurance; Disability & Life Insurance; PTO, Paid Holidays & Parental Leave for both Parents; Tuition Reimbursement.
