Family Office Accountant
1 week ago
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 invaluable 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.
- 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.
- 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.
-
Chief Compliance Officer
2 weeks ago
Denver, Colorado, United States Matter Family Office Full timeJob Title: Chief Compliance OfficerMatter Family Office is seeking a highly skilled and experienced Chief Compliance Officer to lead and oversee our compliance needs. This independent role ensures that we adhere to all regulatory requirements, mitigate risk, and operate with the highest level of integrity.Responsibilities:Maintain and update the Compliance...
-
Chief Compliance Officer
4 weeks ago
Denver, Colorado, United States Matter Family Office Full timeAbout the RoleMatter Family Office is seeking a highly skilled and experienced Chief Compliance Officer to lead our compliance efforts and ensure we maintain the highest standards of integrity and regulatory compliance.Key ResponsibilitiesMaintain and update our Compliance policies and procedures manual to ensure alignment with regulatory requirements.File...
-
Family Office Accountant
2 weeks ago
Denver, Colorado, United States Jobot Full timeJob OverviewWe are seeking an exceptional Expert Bookkeeper with specialized experience in family office accounting or public accounting to join our dynamic team.Key ResponsibilitiesMaintain precise and up-to-date financial records for multiple high net worth clients, ensuring accuracy and compliance with relevant regulations and standards.Perform full-cycle...
-
Family Office Accountant
1 week ago
Denver, Colorado, United States Jobot Full timeJob Title: Expert BookkeeperJoin our esteemed family office accounting firm as an Expert Bookkeeper and play a crucial role in maintaining accurate financial records, managing day-to-day accounting operations, and providing invaluable support to our clients and team members.Key Responsibilities:Financial Recordkeeping: Maintain precise and up-to-date...
-
Family Office Accountant
2 weeks ago
Denver, Colorado, United States Jobot Full timeAccounting Expertise for High Net Worth ClientsJob Summary:We are seeking an experienced accounting professional to join our family office accounting firm. The ideal candidate will have a strong background in bookkeeping, financial record-keeping, and accounting software. Key Responsibilities:- Maintain accurate and detailed financial records for high net...
-
Chief Compliance Officer
4 weeks ago
Denver, Colorado, United States MATTER FAMILY OFFICE Full timeJob SummaryMatter Family Office is seeking a highly experienced and skilled Chief Compliance Officer to lead and oversee our compliance needs. This is an opportunity to drive a culture of compliance across our organization, designing, implementing, and evolving systems and processes to identify and mitigate regulatory risks.Key ResponsibilitiesCompliance...
-
Family Office Accounting Professional
3 weeks ago
Denver, Colorado, United States Jobot Full timeJob SummaryWe are seeking an experienced Bookkeeper to join our team at Jobot. As a Bookkeeper, you will play a crucial role in maintaining accurate financial records, managing day-to-day accounting operations, and providing invaluable support to our clients and team members.Key ResponsibilitiesFinancial Recordkeeping: Maintain precise and up-to-date...
-
Account Executive Family Office Specialist
4 days ago
Denver, Colorado, United States SS&C Full timeJob Title: Account Executive Family OfficeSS&C Technologies is seeking a results-driven sales representative to actively engage customer prospects and sell into Family Offices. The ideal candidate will have a strong understanding of clients' needs and provide complete and appropriate solutions to contribute to their success and boost top-line revenue...
-
Financial Analyst
2 weeks ago
Denver, Colorado, United States Matter Family Office Full timeAbout Matter Family OfficeMatter Family Office is a leading provider of family office services, dedicated to helping families achieve their goals and values. Our team of experts is committed to delivering exceptional service and support to our clients.Job DescriptionWe are seeking a highly skilled and motivated Financial Analyst - Client Services Specialist...
-
Financial Analyst
20 hours ago
Denver, Colorado, United States Matter Family Office Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Analyst - Client Services to join our team at Matter Family Office. As a key member of our client teams, you will play a critical role in supporting multiple client families of various complexity levels.Key ResponsibilitiesCreating and maintaining accurate and timely financial reports,...
-
Director of Family Office Services
1 month ago
Denver, Colorado, United States Core Ventures LLC Full timeJob SummaryWe are seeking an experienced Executive Director of Operations to join our team at Core Ventures LLC. The successful candidate will be responsible for the overall management and leadership of our family office's operational and administrative activities and functions.Key ResponsibilitiesOperational and Administrative ManagementManage the family...
-
Dental Office Manager
1 week ago
Denver, Colorado, United States Riviera Family Dentistry Full timeJob Title: Dental Office ManagerAt Riviera Family Dentistry, we're a passionate team committed to transforming smiles and lives. Our state-of-the-art facility is where innovation meets compassion, and we're seeking an exceptional Office Manager to be an integral part of our success story.Key Responsibilities:Manage the day-to-day operations of the dental...
-
Financial Services Director
7 days ago
Denver, Colorado, United States IWP Family Office Full timeJob Title: Client Services Team LeadJob Summary:The Client Services Team Lead is responsible for providing exceptional client service and support to high net worth clients. This role requires a strong understanding of financial and non-financial activities, as well as excellent communication and organizational skills.Key Responsibilities:Manage client...
-
Tax Manager
4 weeks ago
Denver, Colorado, United States RSM US LLP Full timeAbout the RoleWe are seeking a highly skilled Tax Manager to join our Family Office Enterprise practice at RSM US LLP. As a Tax Manager, you will play a key role in providing exceptional tax services to our ultra-high net worth family clients.Key ResponsibilitiesAdvise clients on a full spectrum of tax services, including structuring and modeling, succession...
-
Project Accountant
3 weeks ago
Denver, Colorado, United States ARCO a Family of Construction Companies Full time{"title": "Accounting Professional", "content": "About YouWe are seeking an experienced Accounting Professional to join our team at ARCO, a Family of Construction Companies. As a key member of our finance team, you will play a critical role in ensuring the financial success of our projects.What We Can OfferWe are dedicated to the well-being of our associates...
-
Accounting Specialist
1 month ago
Denver, Colorado, United States Thrive Financial Recruiting Full timePosition OverviewA small family-owned financial office is in search of a dedicated part-time Accounting Specialist to manage essential bookkeeping tasks. This role requires in-person attendance in a home-office environment. You will oversee the financial records for investments in commercial properties. Ideal candidates will possess meticulous attention to...
-
Senior Tax Manager – Family Office Expert
1 month ago
Denver, Colorado, United States RSM US LLP Full timeAbout the RoleWe are seeking a highly skilled Tax Senior Manager to join our Family Office Enterprise (FOE) practice at RSM US LLP. As a key member of our team, you will be responsible for providing exceptional tax services to ultra-high net worth families and their family offices.Key ResponsibilitiesLead Tax Planning and Advisory Services: Advise family...
-
Tax Senior Manager – Family Office Expert
3 weeks ago
Denver, Colorado, United States RSM US LLP Full timeAbout the RoleWe are seeking a highly skilled Tax Senior Manager to join our Family Office Enterprise (FOE) practice. As a key member of our team, you will be responsible for providing exceptional tax services to ultra-high net worth families and their family offices.Key ResponsibilitiesAdvise family office and multi-generational families on a full spectrum...
-
Tax Senior Manager
4 weeks ago
Denver, Colorado, United States RSM US LLP Full timeAbout the Role:RSM US LLP is seeking a highly skilled Tax Senior Manager to join our Family Office Enterprise (FOE) practice. As a Tax Senior Manager, you will be responsible for providing exceptional tax services to ultra-high net worth families and their family offices.Key Responsibilities:Advise family office and multi-generational families on a full...
-
Dental Office Director
5 days ago
Denver, Colorado, United States Glenn Family Dentistry Full timeJob OpportunityWe are seeking a highly skilled and experienced Dental Office Manager to lead our team at Glenn Family Dentistry in South Denver. As a key member of our practice, you will be responsible for ensuring the delivery of exceptional patient care and experiences through coaching and modeling concierge-level professionalism in customer...