Organizational 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 managing the initial preparation of financial statements, cash flow modeling, income tax planning and tax returns. The position reports to the Senior Vice President-Family Operations, but also performs work under the general supervision of others in the department.

Key Responsibilities

Accounting

• Assist with maintenance and review of general ledger accounting, journal entries, and timely preparation, review and approval of accounts payable, bank reconciliations, financials statements, liquidity forecasts and annual budgets
• Assist and review with cash management activities, including monitoring cash balances, managing bill payments, developing cash forecasts, coordinating wire transfers with financial institutions, and managing annual reporting requirements
• Prepare and contribute to creation of monthly and quarterly stakeholder reporting packages and ad-hoc reports, as needed
• Interface with service providers on day-to-day transactions, including financial management, banking and lending, risk management/insurance needs and issues, employee benefits and payroll, loan amortization schedule preparation and review, among others

Tax

• Assist with preparation and review of tax workpapers, returns and tax basis schedules for individuals, trusts, flow-through entities and other income tax filings
• Ensure other tax filings, such as 1099's, Secretary of State filings, and quarterly estimates, are filed and completed in a timely manner
• Assist with the review, preparation and response to Internal Revenue Service and state Department of Revenue tax notices
• Contribute to estate and income tax planning process where applicable

Other

• Assist in maintaining electronic filing system
• Assist with keeping minute books up-to-date
• Assist with appraisal information
• Assist with investment documents and execution
• Assist with special projects, as assigned

Supervisory Responsibilities -- Liaise and develop strong working relationships with internal service team members and oversee staff accountants

Work Environment

While performing the duties of this job, the employee will work primarily in an office environment. The noise level in the work environment is usually moderate. The Company offers a 3-2 hybrid work schedule. The option for hybrid is subject to business needs and may be changed at any time at the discretion of the Company.

Physical Demands (with or without reasonable accommodations)

While performing the duties of this job, the employee may be prone to sitting for lengthy periods of time. The employee is regularly required to talk or hear. The employee is frequently required to stand, walk, sit. Use of hands and fingers are required to operate a computer, telephone, and copy/fax machine. Specific vision abilities required by the job include close vision. Lifting requirements may be required to lift and/or move up to 20 lbs. No travel is required.