WHO WE ARE

Westwood Management Corp. is a focused investment management boutique offering high-conviction equity and outcome-oriented solutions. Our investment services can address a wide range of investment objectives and challenges for institutional investors, financial intermediaries and private clients. Westwood has two distinct investment capabilities in U.S. Value Equity and Multi-Asset. Based in Dallas, Westwood also maintains an office in Houston. We are focused on transparency, ethical conduct, giving back to the communities in which we operate and creating an environment where our employees can flourish as they serve our clients.

ABOUT THE ROLE

Responsible for tax work, interfacing with clients and advisors as we prepare and comment on clients tax inquiries, preparation and review of common fund accounting methodology, and performing oversight into the IRA and Pension accounts. This role is both client facing and internally focused.

A DAY IN THE LIFE

Tax Review

• Monthly review of account data in FIS for any missing client data as it relates to annual Form 1099 returns and other tax documents
• Work with Client Service and Operations teams to make corrections as necessary

Commingled Fund Accounting Records

• Quarterly preparation of Common Fund Summary for production of annual Form K-1 tax reporting for common trust fund participants (PT funds)
• Preparation for annual Form 5500 reporting supporting schedules for collective investment funds (EB funds)
• Prepare, validate, and reconcile common fund Roll Forward files quarterly
• Tax Form Preparation & Coordination with third party vendors including but not limited to Form 1099 DIOB Form K-1 and Form 5500
• Review of tax forms prepared for Westwood by third party vendors prior to issuing to clients
• Handling and responding to all client and advisor requests as it relates to Westwood delivered tax documents
• Other duties in support of Trust Operations and Client Service as required

IRA/EB Account Oversight

• Serve as the lead subject matter expert for Retirement Plans
• Responsible for IRA and Retirement Plan Compliance, monitoring and client reporting (1099Rs, 5498s, Death Claim processing)
• Oversight of IRA Distribution processing, review and approve transactions and ensure accuracy for 1099R reporting
• Other duties in support of Trust Operations and Client Service as required

WHAT YOU'LL NEED

Minimum Education / Experience Required:

• Bachelor’s degree in Finance, Accounting or similar field
• 5+ years equivalent experience in Trust Accounting or Investment Management
• years of experience with at least 4 years work experience as a CPA
• Experience in trust accounting is preferred but not mandatory.

WHO YOU ARE

• Ability to work in an environment requiring time-sensitive responses internally and externally.
• Strong ability to prioritize and high attention to detail.
• Excellent communication skills and phone etiquette with a client focus.
• Superior interpersonal, organizational and client service skills with a proven ability to build and maintain relationships.
• Willingness to learn new accounting functions as needed (trust accounting methodology).
• Mature, polished and professional presence and disposition.
• Positive attitude with a friendly and upbeat demeanor.
• Highly motivated and proactive with a willingness to assist in all tasks.
• Ability to maintain confidentiality.
• Proficiency with Microsoft Office including Word, Excel and Outlook.
• Able to work collaboratively in a team environment.

WHAT YOU'LL GET

• Competitive Salary, benefits and 401K company match that vests immediately upon participation.
• Parental leave & PTO policy.
• Collaborative, dynamic work environment within a fast-paced, mission-driven company.

PHYSICAL DEMANDS

This physical demands required to perform the essential duties successfully are consistent with a professional office environment.

TRAVEL

This position requires travel from time to time.

This job description may be subject to change at any time.

WHAT TO EXPECT NEXT

We look forward to receiving your application. A member of our Human Capital team will review your application and qualifications. If interested, you will be contacted for an interview.

Westwood is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)