- Remote Our client is a multi generational family office service organization that provides investment advice, accounting/tax services, business operations consulting and philanthropic/ strategic planning services to high net worth families.
- Audit Oversight:
- Budgeting and Forecasting:
- Preparation of ad hoc client banking and financial requests
- Process Improvement: Identify opportunities for process optimization and efficiency enhancements within the accounting function, implementing best practices where applicable.
- Client Relations:
- Bachelors degree in accounting, finance or related field required; CPA is strongly preferred
- Ten (10) plus years of relevant experience is required
- Relevant experience includes tenure in a public accounting firm, investment accounting experience, prior involvement with a family office and/or a wealth services organization
- This is a staff role but requires extensive collaboration with family stakeholders and outside service providers
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Accounting Manager - Cambridge, United States - Job Juncture
Description
Job description:
Accounting Manager
The group operates in the style of private bankers and trust officers and is relied upon to provide independent advice and to protect the long-term interests of clients.
The Accounting Manager will provide financial administrative and reporting support for business and non-business activities. The role is a mixture of on-going responsibilities and ad-hoc accounting/ business projects. The organization has multiple entities and involvement in a wide range of investment, business and philanthropic activities. The Accounting Manager must have a strong understanding of entity accounting principles.The selected individual will be part of a seven person financial organization and report to the Chief Financial Officer of the organization.
Responsibilities include; - Financial Reporting: Prepare and analyze financial statements for various entities within the organization, ensuring accuracy and compliance with regulatory standardsBooks Expertise:
Utilize QuickBooks to maintain accurate financial records, reconcile accounts, and generate financial reports as needed
Qualifications:
Qualifications:
Why is This a Great Opportunity:
This is a great opportunity for an accounting professional that is working in a mid-sized public accounting firm and wants professionalism and a sustainable level of expectations; an individual with family office experience looking for new challenges and a remote work environment or a professional with investment accounting experience looking to work in an organization that pursues a wide range of investment options.
The client is looking for an individual that values continued employment and wishes to make a longer term commitment to an organization.
An individual with a resume that demonstrates that level of commitment is preferred.