Family Office Financial Operations Specialist

1 day ago

Madison, Wisconsin, United States TASC - Total Administrative Services Corporation Full time
Job Title: Family Office Financial Operations Specialist

At TASC - Total Administrative Services Corporation, we are seeking a highly skilled and experienced Family Office Financial Operations Specialist to join our team. This role will play a critical part in supporting the financial management, tax administration, and asset management of our Family Office.

Key Responsibilities:
  • Manage accounts receivables, accounts payables, general ledgers, and financial operations for multiple entities and non-profit organizations.
  • Maintain a system of management for Family Office financial records and controls, including accounting, investment, tax, and asset management documents.
  • Review and ensure accuracy of monthly, quarterly, and annual financial statements.
  • Work closely with tax advisors and stakeholders to coordinate and facilitate tax processes, including year-end tax preparation, tax payments, and tax notices for multiple entities, non-profits, and Trustees.
  • Support the Owners in the administration of their traditional, angel, and early-stage investments; collaborating closely with advisors.
  • Perform ad hoc financial analyses using financial acumen and business intel. Document and synthesize results to make recommendations for action.
  • Act as Vendor Manager for all Family Office-related vendors and act as a conduit to Sourcing and Vendor Management.
  • Manage operational functions related to Family Office entities holding assets, including properties, airplane, vehicles, etc.
  • Manage or assist with Family Office projects and ensure execution of action plan.
  • Provide administrative support, including meeting management, scheduling, material preparation, tracking action items, as well as managing communications across multiple channels.
Requirements:
  • Associate degree and/or equivalent experience in Accounting or Finance.
  • A minimum of 2 years of professional experience in an accounting or finance capacity, including working knowledge of general accounting systems and software.
  • Qualified candidates should live within a one-hour commute to Madison, WI.
Corporate Core Competencies:
  • Drive Action and Results
    • Take on new opportunities with enthusiasm.
    • Achieve results even in tough circumstances.
    • Take personal accountability for decisions and actions.
  • Adapt to Change
    • Operate effectively when things are uncertain.
    • Proactively acquire and evaluate information and adapt approach to match shifting demands and situations.
    • Rebound from setbacks.
  • Embrace Innovation
    • Create new and better ways to approach challenges and develop solutions.
    • Learn through experimentation.
    • Encourage feedback and seek opportunities to work better/smarter/faster.
    • Show personal commitment and take action to continuously improve.
  • Create Diversity and Foster Collaboration
    • Actively bring, seek, engage, and honor diverse perspectives.
    • Identify and address barriers to inclusion to ensure equity and center belonging.
    • Work collaboratively and build partnerships to meet shared objectives.
Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While this is primarily a sedentary role, the employee is regularly required to talk and hear. The employee is also required to sit, stand, walk, use hands to finger, handle, or feel, and reach with hands and arms. Specific vision abilities required by this job include close vision, depth perception, and the ability to adjust focus.

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