NextGen Capital is always interested in talking to highly motivated financial professionals with existing experience in investment banking, private equity, and multi-family office services.

We are currently seeking to fill the following positions to add to our team:

Vice President / Director of Tax

We are seeking a highly motivated VP/Director of Tax to join our Atlanta, Georgia, office in support of the firm’s multi-family office . The position would be responsible for all of aspects of income tax accounting including tax provisions and maintenance of internal controls and the tax affairs of multiple family offices.  The right candidate for this role will have senior tax accounting experience in the financial industry and family office environments.

Responsibilities

  • Manage the tax planning, reporting, and compliance functions for the firm, sophisticated family office clients, and, in some cases, their businesses – often in coordination with outside tax consultants and accounting firms
  • Proactive tax planning, compliance, and/or review for a variety of tax returns including individual, estate, trust, corporate and partnership returns for federal, state and local jurisdictions, within a variety of industries
  • Strategize with senior management regarding tax planning as well as direct and oversee tax policies and objectives of the firm and its multiple family office client organizations
  • Ensure accuracy and oversee the preparation of firm and client tax filings, tax reporting and tax compliance with any required regulations
  • Evaluate tax implications on the activities of the firm and its clients and help develop strategies to minimize the tax obligations
  • Give clients’ recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth
  • Monitor reporting and planning to ensure compliance with applicable tax statutes
  • Advise management on future changes to tax regulations and potential impact to the firm, family offices, private investments, estates, etc.
  • Provide input to strategic decisions that affect family office clients, direct investments and portfolios including input into budgets and forecasting
  • Coach and mentor subordinates

Qualifications

  • Solid tax background and strong accounting skills including 5-10 years technical tax or public accounting firm experience (family office, high net worth, and/or private equity experience highly desired)
  • Undergraduate degree in accounting, taxation, or other comparable discipline required
  • CPA or advanced degree a plus
  • Technical research and writing skills
  • Ability to communicate effectively with tax and non-tax professionals
  • Detail oriented with strong organizational skills for multi-tasking
  • Capable of resolving escalated issues arising from operations and requiring coordination with internal and external business partners
  • Knowledge / experience with controls surrounding financial accounting for income taxes preferred
  • Working knowledge of FAS 109, FIN 48, and financial reporting requirements for income taxes
  • A strong work ethic and the ability to work independently in a fast-paced environment

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Vice President of Accounting/Controller

We are seeking a highly motivated VP of Accounting/Controller to join our Atlanta, Georgia, office in support of the firm’s multi-family office.  The position will assist with the financial affairs of multiple family offices. The right candidate for this role will have accounting experience in the financial industry and family office environments.  Candidate must have experience with QuickBooks (experience with Intacct desired); exposure to wealth management, investment experience a plus.

Responsibilities

  • Financial analysis and compliance for family office clients including bank compliance, global financial reporting (including multi-entity consolidations), cash flow analysis, tax analysis, modeling tax credit structures and other special projects
  • Review the general ledger and perform personal accounting work for multiple family offices
  • Overall cash flow management including the preparation of monthly/quarterly financial statements
  • Coordination with client accountants for preparation of quarterly and annual tax filings
  • Reconciliation of bank statements and credit cards
  • Process family office payroll
  • Cash management
  • Quarterly investment reporting and analysis
  • Conducting account reconciliations and analysis
  • Daily management of the family offices’ accounts payable function
  • Process contractor payment applications for monthly billings
  • Assist in the preparation of loan draws and capital calls
  • Assist in the preparation of company financial reporting requirements
  • Monthly review of job cost activity
  • Assist with the preparation of quarterly tax projections and estimates
  • Assist with the compilation of annual tax package alongside external accounting firms
  • Review financial data to ensure accuracy and completeness of data
  • Management of requests and the financial aspect of special projects, including such items as real estate, construction, aircraft, art, other personal assets, and other transactions
  • Assist with coordinating third party lending (including real estate, construction, aircraft, business, lines of credit, etc.)
  • Tax administration for quarterly filings and review of family income tax filings
  • Assist in development of system controls for ensuring data integrity
  • Serving as client relationship manager for outside vendors/counter-parties including tax preparers
  • Manage support staff
  • Various other special projects

Requirements

  • Graduation from an accredited four-year college or university with a major in the field of accounting or other related field
  • CPA desired
  • Strong understanding of accounting, financial, construction, and business analytics
  • 5-10 years of accounting experience (family office, private wealth management, private equity or similar is desired)
  • Excellent with Excel and commonly used accounting packages (QuickBooks and Intacct preferred)
  • Construction accounting experience highly desired
  • Ability to handle multiple projects simultaneously under tight deadlines

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Investment Banking Analyst

We are seeking a highly motivated Analyst to join our Atlanta, Georgia, office in support of the firm’s multi-family office and investment banking teams. The analyst will play an integral role supporting multi-family office financial reporting, strategic planning, multi-entity consolidations, special projects, reporting compliance, company business plans and budgets, global income, balance sheet and tax analysis. The position will also support the investment banking teams, providing analytical support on mergers and acquisitions, corporate finance and other financial advisory services for our clients. Analysts develop their skills through broad and frequent exposure to senior bankers in a transactional, deadline driven environment that requires strong work ethic, teamwork, and the ability to travel. FINRA general securities licenses will likely be required within first six months of employment with the firm.

Responsibilities

  • Financial analysis and compliance for family office clients including bank compliance, global financial reporting (including multi-entity consolidations), cash flow analysis, tax analysis, modeling tax credit structures, and special projects
  • General understanding of internal controls and credit compliance
  • Perform company valuation analyses using various methodologies including discounted cash flow, leveraged buyout, precedent transactions, and comparable public company analyses
  • Participate in the origination and execution of equity and debt transactions
  • Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions
  • Prepare presentation materials for use in client meetings, covering topics such as strategic alternatives, capital markets activity and general corporate finance
  • Participate in all stages of transaction executions, including the preparation of marketing pitches, management presentations, confidential information memorandums, three statement financial models and other required due diligence information
  • Developing skills to source new financing opportunities, help market the firm, and support new business generation initiatives

Qualifications

  • CPA or CFA designation (if CFA, must have at least completed Level 1)
  • Must have minimum two years of work experience with national or regional investment bank, accounting firm (e.g. auditor), or corporate lending institution
  • Strong working knowledge of the Microsoft® Office Suite (Excel, PowerPoint and Word), ability to create financial models from scratch, and aptitude for working with other multiple software and web based applications
  • Strong academic background and undergraduate degree in accounting, finance, or economics
  • Strong written and verbal skills with ability to articulate his/her position and defend that position logically
  • A strong work ethic and the ability to work independently in a fast-paced environment

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