Job Description

Job Description

Job Description

Job Title: Family Office Senior Accountant
Required Experience: 5+ years of accounting experience; Family Office experience a plus

To be considered for this position, candidates must submit a resume along with a cover letter and salary requirements.

Our multi-family office services a select group of ultra-high net worth clients and we are looking for a Family Office Senior Accountant to join our team. The successful candidate will help the Family Office team as we expand services to our existing clients and continue to grow. The Family Office team is responsible for maintaining financial records, preparing financial statements and reports, and reconciling accounts for our clients. The ideal candidate will have a strong understanding of accounting principles and be able to lead a small team of junior accountants. We are looking for an individual who is organized, detail-oriented and has excellent problem-solving skills. This position provides a unique opportunity to assist our clients across several different areas as the needs of our wealthy clients expand beyond standard accounting support into investments, real assets, estate and insurance planning, philanthropic giving, and business consulting, among others.

We have cultivated a team environment and we are seeking a candidate that shares our enthusiasm for working together towards a common goal. Our culture is important to us, we value collaborative interaction while also understanding each member of the team has their own individualized needs. We are open to flexibility in working arrangements allowing both us and you to find the appropriate balance fitting of our common goals.

Responsibilities:

• Maintain general ledgers for individuals, trusts, investment entities, family partnerships, and operating companies
• Prepare monthly and quarterly client reporting package and ad-hoc reports
• Investment accounting
• Liquidity management
• Coordinating the advice and services from attorneys, tax accountants, and other professionals
• Assist with annual cash flow and tax forecasting process
• Assist with insurance needs and issues
• Facilitation/preparation of account paperwork for new banking and investment accounts
• Collection and organization of client's year-end tax and supporting documentation (1099s, K-1s etc)
• Trust administration in accordance with trust terms
• Support relationship managers
• Assist with financial planning and analysis
• Reconcile balance sheet accounts
• Special projects as required

Job Requirements:

• 5+ years of accounting experience
• Family Office experience a plus
• Bachelors in Accounting
• Familiarity with investments
• Experience with QuickBooks
• Proficient in Excel

Compensation Package:

• Competitive salary based upon experience

Benefits Include:

• Medical, Vision & Dental with premiums covered 100% by employer for the employee
• PTO
• “Summer Hours” Memorial Day to Labor Day Fridays end at 3:00
• On-site Gym Membership

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