Ortsac Properties - Tamarac, FL (30+ days ago)


A highly motivated individual, accustomed to working with ultra-high net worth families, who will be responsible for the day-to-day financial management of the family businesses, as well as the coordinating with outside accounting firm on the family’s individual and business tax filings.

Job Description:

  • Provide timely cash flow reports, financial statements, and other reports to the founders
  • Implement policies, procedures and controls and maintain accurate record keeping.
  • Supervise internal accounting team.
  • Serve as intermediary between the family and their accountants, lawyers, bankers, and wealth managers with respect to financial, regulatory and tax issues.
  • Research and analyze accounting issues that arise from family’s business initiatives and transactions, and establish robust accounting policies and procedures
  • Coordinate and manage bill paying.
  • Analyze, track and monitor the financial activities of the families’ investment real estate.
  • Assist in evaluating ongoing business and real estate opportunities.
  • Regularly evaluates, updates, and creates systems to improve work efficiencies
  • Manage business and family loans.


  • Bachelor’s Degree in Accounting, Finance, or Business Administration
  • Licensed CPA
  • 8+ years’ relevant work experience, to include in real estate industry
  • Combination of business and personal accounting / tax background
  • Experience with complex multi-generational estate planning and complex tax returns
  • Highly proficient in Microsoft Office suite, especially Excel, and knowledge of basic accounting systems (Quickbooks, etc.)

Knowledge, Skills, and Abilities

  • Possesses a high level of ethics, integrity, and dependability
  • Thrives in a fast paced environment, being responsible for multiple projects at one time and appropriately prioritizes tasks to meet deadlines.
  • Detail oriented
  • Proactively communicates
  • Strong problem solving skills. Generates new and innovative approaches to problems.
  • Exhibits passion and excitement over work. Has a can-do attitude.
  • Possess ability to lead others
  • Works best in a team environment, reaching out to peers and supervisors as needed to establish an overall collaborative working relationship.

Job Type: Full-time


  • Yardi: 3 years
  • Accounting: 7 years
  • Real Estate: 4 years


  • Bachelor's


  • CPA