| About the Company: Single Family Office, Chartered Trust Company serving as Trustee for several multi-generational family Trusts. Position Description: The Accounting & Finance Manager is a newly created position tasked with assisting the Chief Financial Officer and Chief Investment Officer with accounting, financial, investment, and tax services. Position Responsibilities: • Develop and maintain an in-depth understanding of the Trust Company Structure including the investment and tax considerations of all Trusts under management • Assist the with the day to day operations of the Trust Company • Assist the with the preparation of Financial Statements • Assist with reporting, compliance, and various financial projects including audits • Assist with tax compliance process including, compiling and generating tax documents, coordination with third party tax preparer, review • Assist with tax planning, projections, and consulting • Assist with bookkeeping, record keeping, and file maintenance • Manage performance and other reporting through the Addepar software system • Assist in investment due diligence and recommendation reports Formal Education & Certification: • Bachelor’s degree in accounting or finance from an accredited institution • CPA or similar designation strongly preferred • Graduate Degree a plus but not required Knowledge & Experience: • The successful candidate will have at least 4 years of work experience, including time spent in the tax practice of a Public Accounting Firm • Significant experience in individual, trust, and partnership taxation (both compliance and planning) including an understanding of estate and gift taxation • Proficient in Microsoft Office, Excel in particular • While specific work experience in investments is not a requirement, an understanding of capital markets and a strong desire to add to that experience is essential • This position requires attention to detail, accuracy and problem solving skills Personal Attributes: • Exceptionally high degree of honesty and integrity • Strong work ethic • Ability to work with discretion and confidential information • Ability to work independently and as part of a team • Strong organizational and planning skills • Good written and oral communication skills • Exceptionally self-motivated • Keen attention to detail • Superior problem-solving abilities • Hands-on attitude • Flexible, can make course corrections when necessary | 
