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Family Office Senior Accountant - Conshohocken, United States - Multi-Family Office
3 weeks ago
Description
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
Discretionary Holiday Bonus
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
Office Hours:
8:30 - 5:00
Job Type:
Full-time
Pay:
$85, $115,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
On-site gym
Paid time off
Vision insurance
Experience level:
5 years
Schedule:
Monday to Friday
Supplemental pay types:
Bonus opportunities
Work Location:
In person
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