Tax and Financial Reporting Senior

Job Overview

Senior Accountant

The Leon Levine Foundation & L&L Management, Inc.

Senior Accountant

The Leon Levine Foundation :

Across the Carolinas our team members meet with leading thinkers and doers working to create opportunities in the areas of education, healthcare, human services and Jewish values.

Through our grantmaking process we evaluate and empower successful nonprofits and leaders. Last year, we made over $32 million in grants to nonprofits across North and South Carolina.

Every day, you will be surrounded by smart, motivated, collaborative teammates with varied life experiences who have been successful in other industries and decided to dedicate their working years to lifting up others.

Come join some of the most dedicated philanthropists in our region in our traditional yet dynamic setting. After celebrating our first 40 years of giving, join us as we look forward to many more decades of impact at one of the largest private grantmaking foundations in the mid-Atlantic.

We seek employees from diverse backgrounds, faiths, and life experiences to join our team located in Charlotte, NC. It is critical to our success that this diversity is celebrated and can truly flourish.

We continue to work to create an equitable workplace where all good ideas rise to the top.

L&L Management, Inc. :

L&L Management, Inc. is a family office formed in to simplify the lives of our clients by managing their financial, administrative, and personal affairs, offering a variety of high end, confidential, customized, customer focused services performed by expert professionals.

Clients include an affluent Charlotte family and its related entities, including The Leon Levine Foundation. Our services include :

• personal accounting and net worth reporting
• cash flow planning; bill paying and expense reporting
• tax planning coordination; investment and balance sheet administration
• legal oversight
• insurance management
• employee benefits and human resources
• and concierge services

You and Your Role :

L&L Management, Inc. ( L&L ) is searching for a Senior Accountant, which is a role that combines tax accounting, financial accounting, and reporting.

Why consider this organization and this position?

• Ability to apply your tax experience AND broaden your skillset with financial accounting duties.
• Be a part of an organization whose mission is to invest in communities and make them stronger.
• Your work will impact the organization’s ability to grow and increase its impact on communities.
• The people and culture are smart, warm, empathetic, supportive, and collaborative.
• Outstanding employee benefits.
• Work / life balance.
• No travel required.

Duties :

• Private Foundation, partnership, corporation and individual accounting and tax
• 60% financial accounting and 40% tax
• Partnership accounting
• Gather and maintain control of investment documents, bank statements & tax documents
• Monitor completion of outgoing wires & update wire checklist
• Reconcile investments and account for them utilizing QuickBooks
• Assist in preparation of monthly financial statements of approximately 11 entities
• Assist in preparation of schedules for the annual audit
• Assist with tax calculations / filings, (including estimated tax payments & extensions) for various types of entities
• Preparation of tax basis schedules
• Preparation of tax schedules summarizing tax documents
• Work with other members of the financial team.

Skills of people who flourish in this environment :

• Ability to organize, prioritize multiple entities with varying deadlines
• Attention to detail
• Internally driven and dedicated team player
• Superb verbal and written communicator and relentless problem solver
• Unquestioned discretion on all matters relating to family and office issues
• Unfailingly positive outlook and demeanor
• Lifelong learner who demonstrates curiosity and a desire to expand responsibilities
• Dependable, accurate, and conscientious with a strong sense of team effectiveness
• Ability to work independently and as a team member

Requirements :

• Bachelor’s or master’s degree in accounting required
• CPA required / or in progress
• Minimum 2 years of experience in public accounting with tax experience
• Proficient with Microsoft Office products including Excel, Word, Outlook
• Proficient with QuickBooks
• Ability and willingness to work hybrid

Culture :

L&L Management, Inc. and The Leon Levine Foundation have found that consistent demonstration of certain character traits is necessary to be a successful member of our team and move forward in your career.

Successful team members show a drive for achievement in all endeavors, typically supported by adaptability to changing circumstances and the resiliency to overcome setbacks.

Across all roles, it is critical to always show personal integrity, along with curiosity and humility to learn about and from others.

There are often no set solutions to problems we seek to solve, so effective intelligence (finding creative solutions to challenging problems) and being able to work within a team are necessary.

Finally, as representatives of a well-known organization, it is imperative to demonstrate the ability to make logical decisions.

Our Investment in You :

• You will be eligible for review and performance-based adjustment each June 30
• You are eligible for an annual performance-based bonus of 10%

k) with a 5% company match

• Health Insurance (75% employer paid premiums)
• Fully paid dental, disability and life insurance
• 15 days paid time off which increases with continued employment, along with 9.5 paid holidays and paid sick leave.
• Professional learning opportunities
• Lifestyle Spending Account

The Fine Print :

Our team is currently working full time in our office in Charlotte, NC, with health and safety precautions in place. L&L Management, Inc.

and The Leon Levine Foundation support an environment that is free of harassment and retaliation and does not discriminate in employment on the basis of age, gender, sexual orientation, race, religious belief, color, national origin, physical or mental disability, or any other status protected by federal, state, or local laws.

Learn more about who we are and what we do :

Additional Job Details

LI-Onsite

LI-Mid-Senior Level

LI-MMG1

About our Process

• We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for / interested in.
• Non-Local Candidates : Please note that you are competing with local candidates who don’t require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
• Candidates for all Sherpa opportunities must be authorized to work in the United States.
• Sherpa is an Equal Opportunity Employer.
30+ days ago