- Develop a deep understanding of the clients' financial picture, which often includes trusts and other related entities
- Monitor cash flow activity, payroll, tax payments, and insurance policies
- Maintain organized and accurate supporting documentation of all transactions within a defined filing system
- Comprehensive bill pay and investment tracking
- Assisting with special accounting and financial statement projects as necessary
- Create and maintain personal financial statements in QuickBooks
- Perform financial statement consolidations
- Various one-off projects for clients, such as cash flow projections or other customized reports
- Assemble and organize information for tax preparation
- Ensuring all executed documents are retained and filed in an organized manner
- Assist with ad hoc internal accounting, HR functions, and tax projects as needed
- 1-2 years of accounting experience
- Bachelor's degree in Accounting or Finance
- Strong project management skills and ability to handle multiple clients
- Appreciation for a high level of client service to meet competing client needs
- Self-motivated and has entrepreneurial spirit
- Strong attention to detail
- Proficiency in Microsoft Office (specifically Excel)
- Has exceptional organizational and interpersonal skills
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Family Office - Cockeysville, United States - Dagen
Description
Staff Accountant – Family Office Services
Firm Overview
A multi-family office and tax firm specializing in serving the complex needs of high-net worth and ultra-high net worth individuals, many of whom are in the alternative investment industry. In addition to providing core family office and tax preparation services, their staff of devoted professionals works closely with each of their client's personal advisors to assemble a team of experts tailored to his or her needs, assuring that effective tax, gift and estate, philanthropic, and family goals are skillfully intertwined.
Position
The Family Office, based in the Baltimore Metro area, has an opening to hire a Staff Accountant for the firm's Family Office Services group. The Staff Accountant will work on a team assigned to service clients to provide day-to-day reporting, and to support Tax and Trust & Estate planning.
Responsibilities
Provide Family Office services for the firm's ultra-high net worth clients.
Qualities
