Family Office Accounting Specialist

3 days ago


Denver, Colorado, United States Jobot Full time
About the Role

We are seeking an experienced Expert Bookkeeper to join our dynamic team at Jobot. As a key member of our family office accounting firm, you will play a crucial role in maintaining accurate financial records, managing day-to-day accounting operations, and providing exceptional support to our clients and team members.

Key Responsibilities
  • Financial Recordkeeping: Maintain precise and up-to-date financial records for multiple high net worth clients, ensuring accuracy and compliance with relevant regulations and standards.
  • Bookkeeping Operations: Perform full-cycle bookkeeping duties, including accounts payable, accounts receivable, general ledger entries, and bank reconciliations, utilizing advanced accounting software.
  • Client Communication: Act as a primary point of contact for clients, providing exceptional customer service and promptly addressing any inquiries or concerns related to their financial accounts.
  • Financial Reporting: Prepare detailed financial reports, statements, and analyses on a regular basis, providing clients with valuable insights into their financial performance and opportunities for optimization.
  • Tax Coordination: Collaborate with tax professionals to ensure accurate and timely preparation of tax returns and compliance with all tax-related requirements.
  • Process Improvement: Identify opportunities to streamline accounting processes, implement best practices, and enhance efficiency within the organization.
  • Team Collaboration: Work closely with other team members, including financial advisors, investment managers, and estate planners, to provide integrated financial solutions and support holistic wealth management strategies.
Qualifications
  • Bachelor's degree in Accounting, Finance, or related field.
  • 5+ years of experience in bookkeeping, preferably in a family office environment or public accounting firm.
  • Advanced proficiency in accounting software, such as QuickBooks, Xero, or NetSuite.
  • Strong understanding of GAAP principles and familiarity with tax regulations.
  • Exceptional attention to detail and accuracy, with the ability to prioritize and multitask effectively.
  • Excellent communication and interpersonal skills, with a client-centric approach.
  • Discretion and integrity when handling sensitive financial information.
Benefits
  • Competitive salary commensurate with experience.
  • Comprehensive health, dental, and vision insurance plans.
  • Retirement savings plan with employer match.
  • Generous paid time off and flexible scheduling options.
  • Professional development opportunities and support for continuing education.
  • Collaborative and supportive work environment within a reputable and prestigious firm.

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