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Conshohocken

    Family Office Senior Accountant - Conshohocken, United States - Multi-Family Office

    Multi-Family Office
    Multi-Family Office Conshohocken, United States

    4 weeks ago

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    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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