Parkwood Corporation is committed to attracting and retaining high potential talent and providing an outstanding working environment. The following are current opportunities available at Parkwood.

This position is to be the primary Parkwood resource for providing or coordinating the delivery of services and advice to Parkwood clients on various legal, financial and personal matters to enhance their overall well-being.   more info...

Duties and Responsibilities
* Respond to daily questions from Parkwood clients and provide advice, counsel, guidance and direction regarding various matters including, financial, insurance, personal real estate, healthcare, household and child-related issues.
* Develop an out-reach program to consult with qualified specialists to identify ideas and solutions that meet current and future client needs.
* Assist clients in dealing with lifestyle or daily activities either directly, or sometimes indirectly via referral to outside resources. Such areas might include: medical care, personal financial management, and various social counseling matters (e.g., ADHD, alcohol/drug abuse, marriage/divorce, wellness, etc.).
* Serve as liaison with philanthropic resources to aid clients in the development and expansion of their philanthropic roles.
* Organize and facilitate family meetings or gatherings, including action step follow-up as appropriate.
* Educate all clients on wealth management issues and design educational opportunities suited to an individual family's needs.
* Conduct sessions with clients to inform them on the resources and capabilities of Parkwood.
* Establish communication protocols for each appropriate functional area of Parkwood to communicate with clients. Such protocols could include standard report formats; frequency of communications; methods of communications (i.e., email, phone, regular mail); and types of communications (e.g., general interest newsletters, monthly financial reports, etc.).
* Create and maintain a database of client contact information, office visits, frequency of contacts, and correspondence, etc.
* Perform other individual assignments or special projects as directed.

Competencies
* Ability to build strong personal relationships.
* Good analytical and problem solving skills.
* Ability to read complex documents, including financial data, contracts, lease agreements, and risk management issues to be able to work with our legal function.
* Excellent verbal and written communication skills.
* Strong planning, organizing and supervisory experience.
* Has demonstrated a high degree of integrity and professionalism.
* Strong PC skills.

Education and Experience
* Advanced Degree with high academic achievement.
* Minimum of 10 years of broad-based related experience.

Parkwood has developed a closely directed, effective means of selecting, qualifying and working with experienced investment managers in a variety of investment fields. In addition to investment management, the Parkwood staff assists clients in personal, financial, and legal matters.   more info...

Mission and Objectives
* To provide management with timely, accurate, and insightful financial analysis, forecasting, and reporting.
* To develop a highly skilled and effective staff.
* To implement the policies and procedures of the Financial Department.
* To support the investment, tax, philanthropic, legal and estate planning functions.

Duties and Responsibilities
* Assist with financial analysis and tracking of a variety of business transactions including financial, investment, legal and tax considerations.
* Provide leadership, supervision, and professional development for the accounting staff, including planning and coordinating the accounting workflow.
* Review quarterly asset values, primarily held through limited partnership interests, for all client portfolios.
* Monitor bank borrowing and ensuring compliance with loan covenants.
* Assist with forecasting and budgeting annual trust distributions, including ongoing monitoring throughout the year.
* Review of daily, monthly, quarterly, and annual financial entries and reports.
* Cash and liquidity management, including forecasting cash needs for multiple partnerships, trusts, individuals and charitable entities.
* Document accounting policies and procedures.
* Assist with corporate, benefits, and personal lines insurance and risk management issues.

Work Experience and Background Required
* Bachelor's Degree in Accounting with high academic achievement.
* 10-15 years general accounting experience with progressive levels of responsibility.
* Supervisory experience required.
* Financial analysis, budgeting, and forecasting.
* CPA required.
* Public Accounting Experience preferred.
* Experience with Microsoft Dynamics SL, Crystal Reports and FRx Report Writer beneficial.
* Partnership/Investment accounting experiences beneficial.

The Investment Analyst will be part of a team that provides strategic input regarding existing and new opportunities for the investment portfolio. Investment or industry experience is preferred.    more info...

These responsibilities include:
* Evaluating outside asset managers and making investment recommendations.
* Building relationships with managers in asset classes ranging from public equities and fixed income to alternatives such as private equity and real estate.
* Analyzing current market conditions and supporting asset allocation decisions and portfolio construction.
* Performing research projects on issues relevant for a global institutional portfolio.

Specific Work Experience and Background Desired
* Bachelor's Degree with high university GPA.
* Investment or industry experience.
* An advanced degree preferred.

Other Desirable Attributes
* Proven analytical and quantitative skills.
* High levels of motivation and initiative.
* Strong interpersonal skills.
* Success in a corporate environment.

The role of the Tax function is to provide high quality tax services to Parkwood and its clients. The Senior Tax Analyst's main responsibility will be to review various federal and state tax filings for partnerships, trusts, individuals and tax exempt entities. Responsibilities will also include preparation of tax projections and review of tax work papers and journal entries.   more info...

A successful candidate will be responsible for working with the Chief Financial Officer in the following areas:
* Review of various income and excise tax returns (partnership, trust, individual, foundation).
* Maintenance of tax and financial records.
* Tax research as required.
* Review of tax work papers and tax related journal entries.
* Preparation and review of tax projections.
* Assistance with tax planning projects.

Specific Work Experience and Background Desired
* Bachelor's Degree in Accounting.
* CPA required.
* 6-10 years tax experience.
* Individual tax experience required.
* Partnership tax experience required.
* Proficiency in Excel and Windows Operating Systems.
* "Big 4" or Regional public accounting firm experience preferred.