Accountant

2 months ago


Lexington, United States Hunsicker Full time
Accountant

Department: WM Investments

Employment Type: Full Time

Location: Lexington, KY

Description

WM Investments is a family office focusing on diverse asset classes, including real estate, private equity, venture, and debt. We are seeking a dedicated and experienced Accountant to join our team. This position involves managing the accounting functions for WM Investments, Hunsicker, and their related subsidiary companies and handling personal accounting for the principal. Our ideal candidate is highly organized, detail-oriented, and capable of managing multiple financial streams efficiently.

Key Responsibilities
  • Manage daily bookkeeping and accounting functions for WM Investment subsidiary companies, Hunsicker, subsidiary companies, and personal accounts.
  • Maintain and reconcile general ledger accounts.
  • Prepare financial statements, reports, and budgets.
  • Oversee accounts payable and receivable, ensuring timely and accurate processing.
  • Ensure compliance with accounting standards and regulations.
  • Aid in tax filings and returns, including corporate, personal, and estate taxes.
  • Assist finance team with budgeting, forecasting, and financial planning.
  • Coordinate with external auditors and tax advisors.
  • Implement and maintain accounting policies and procedures.
  • Utilize QuickBooks for financial management and reporting.
Requirements
  • Bachelor's degree in Accounting, Finance, or a related field.
  • 3-5 years of accounting/bookkeeping experience, preferably in a corporate environment managing multiple entities or medium to large accounting firms.
  • Proficiency in QuickBooks and Microsoft Office Suite.
  • Strong understanding of accounting principles and regulations.
  • Knowledge of tax preparation and filing, including estate taxes.
  • Excellent organizational and multitasking abilities.
  • Strong communication and interpersonal skills.
  • High level of attention to detail and accuracy.
Preferred Qualifications:
  • Experience in the manufacturing or service industry.
  • Familiarity with personal accounting and financial management.
Benefits
  • SAFE Harbor 401(k)
  • Health, Vision, and Dental Insurance

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