Job Description
Family owned and controlled for over 70 years, we are guided by a generational perspective. We bring a unique combination of strengths to businesses that today includes commercial real estate development and investment services through United Properties and Northmarq; sports and entertainment such as the Minnesota Twins Major League Baseball Club and River Road Entertainment; industrial automation systems provided by PAR; and forward-thinking capital managed by Pohlad Investment Management. We are rooted in a proud legacy of strong values, sustained growth, and purposeful long-term thinking. Foremost among those founding values is sharing the success of our business pursuits and strengthening the communities we call home. Since 1993, the Pohlad Family Foundation has distributed more than $238 million to non-profit organizations where we live and work.
Position Purpose
The 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 Accountabilities
Accounting & 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.
Pohlad Companies is an equal opportunity employer, and we value inclusion and diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We use AI to assist with sorting applications, but real humans do all the evaluating and deciding. If selected for an interview, please advise our Human Resources department if you require accommodation during the interview or assessment process and we will support your accessibility needs.
Position Purpose
The 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 Accountabilities
Accounting & 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.
Pohlad Companies is an equal opportunity employer, and we value inclusion and diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We use AI to assist with sorting applications, but real humans do all the evaluating and deciding. If selected for an interview, please advise our Human Resources department if you require accommodation during the interview or assessment process and we will support your accessibility needs.
Family owned and controlled for over 70 years, we are guided by a generational perspective. We bring a unique combination of strengths to businesses that today includes commercial real estate development and investment services through United Properties and Northmarq; sports and entertainment such as the Minnesota Twins Major League Baseball Club and River Road Entertainment; industrial automation systems provided by PAR; and forward-thinking capital managed by Pohlad Investment Management. We are rooted in a proud legacy of strong values, sustained growth, and purposeful long-term thinking. Foremost among those founding values is sharing the success of our business pursuits and strengthening the communities we call home. Since 1993, the Pohlad Family Foundation has distributed more than $238 million to non-profit organizations where we live and work.
Position Purpose
The 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 Accountabilities
Accounting & 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.
Pohlad Companies is an equal opportunity employer, and we value inclusion and diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We use AI to assist with sorting applications, but real humans do all the evaluating and deciding. If selected for an interview, please advise our Human Resources department if you require accommodation during the interview or assessment process and we will support your accessibility needs.
Position Purpose
The 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 Accountabilities
Accounting & 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.
Pohlad Companies is an equal opportunity employer, and we value inclusion and diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We use AI to assist with sorting applications, but real humans do all the evaluating and deciding. If selected for an interview, please advise our Human Resources department if you require accommodation during the interview or assessment process and we will support your accessibility needs.
About Pohlad Companies
We are a diverse group of businesses united by a proud legacy, creating value and opportunities for our employees, customers and communities. Founded by Carl R. Pohlad in the 1950s, and now managed by his three sons (Jim, Bob and Bill), the organization has grown and diversified over the years.
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