Family Office Accountant

Join our esteemed family office accounting firm dedicated to providing comprehensive financial management services for high net worth individuals and families. With a commitment to excellence and discretion, we offer unparalleled expertise in managing complex financial affairs, ensuring the utmost satisfaction and peace of mind for our clients.

Position Overview:

We are seeking an exceptional Expert Bookkeeper with specialized experience in family office accounting or public accounting to join our dynamic team. In this role, you will play a crucial role in maintaining accurate financial records, managing day-to-day accounting operations, and providing invaluable support to our clients and team members.

Key Responsibilities:

• Financial Recordkeeping: Maintain precise and up-to-date financial records for multiple high net worth clients, ensuring accuracy and compliance with relevant regulations and standards.
• Bookkeeping Operations: Perform full-cycle bookkeeping duties, including accounts payable, accounts receivable, general ledger entries, and bank reconciliations, utilizing advanced accounting software.
• Client Communication: Act as a primary point of contact for clients, providing exceptional customer service and promptly addressing any inquiries or concerns related to their financial accounts.
• Financial Reporting: Prepare detailed financial reports, statements, and analyses on a regular basis, providing clients with valuable insights into their financial performance and opportunities for optimization.
• Tax Coordination: Collaborate with tax professionals to ensure accurate and timely preparation of tax returns and compliance with all tax-related requirements.
• Process Improvement: Identify opportunities to streamline accounting processes, implement best practices, and enhance efficiency within the organization.
• Team Collaboration: Work closely with other team members, including financial advisors, investment managers, and estate planners, to provide integrated financial solutions and support holistic wealth management strategies.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field.
• 5+ years of experience in bookkeeping, preferably in a family office environment or public accounting firm.
• Advanced proficiency in accounting software, such as QuickBooks, Xero, or NetSuite.
• Strong understanding of GAAP principles and familiarity with tax regulations.
• Exceptional attention to detail and accuracy, with the ability to prioritize and multitask effectively.
• Excellent communication and interpersonal skills, with a client-centric approach.
• Discretion and integrity when handling sensitive financial information.

Preferred Qualifications:

• Certified Bookkeeper (CB) or Certified Public Accountant (CPA) designation.
• Experience working with high net worth individuals and families.
• Knowledge of investment accounting principles and practices.

Benefits:

• Competitive salary commensurate with experience.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with employer match.
• Generous paid time off and flexible scheduling options.
• Professional development opportunities and support for continuing education.
• Collaborative and supportive work environment within a reputable and prestigious firm.

Join Our Team:
If you are an experienced bookkeeper with a passion for excellence and a background in family office or public accounting, we invite you to apply for the Expert Bookkeeper position with our esteemed family office accounting firm. Make a meaningful impact and grow your career in a dynamic and supportive environment. Apply today by submitting your resume and cover letter detailing your qualifications and interest in the role. We look forward to welcoming you to our team!