Family Office Accounting Services Associate

2 weeks ago


Austin, Texas, United States FORVIS Full time
Position Overview:

As an Associate in our Outsourced Family Office Accounting Services division, you will play a crucial role in fostering relationships with our outsourcing clientele. This role presents a significant opportunity for professional growth within our expanding organization.

Key Responsibilities:

In this position, you will dedicate your efforts to client service while managing tasks in the following areas:
  • Support family office clients and independent households with accounting outsourcing and transaction management
  • Assist in developing and nurturing client relationships
  • Provide support for virtual or onsite outsourced accounting, which includes:
    • Maintaining general ledgers
    • Processing accounts payable
    • Preparing account reconciliations
    • Creating depreciation schedules
  • Engage in regular communication with clients
  • Prepare financial statements and tailored dashboard reports for clients
  • Offer assistance with accounting software to clients and internal teams
  • Support the training of clients and other staff members
Ideal Candidate Profile:

We seek individuals who demonstrate forward-thinking and possess:
  • A commitment to delivering exceptional client service
  • Strong verbal and written communication abilities
  • Initiative and problem-solving capabilities
  • Proficiency in Microsoft Office Suite
  • A willingness to learn new software and technologies
  • Meticulous attention to detail
  • The ability to travel as required
  • A collaborative spirit
Minimum Qualifications:
  • An associate degree or higher in accounting, finance, or a related business field, or a minimum of 2 years of experience in accounts receivable, accounts payable, general ledger, or staff accounting
Preferred Qualifications:
  • Experience in accounting or consulting within the family office sector
  • Familiarity with accounts payable processing platforms
  • Experience with QuickBooks, QuickBooks Online, Sage Intacct, or similar general ledger software
  • Experience with payroll processing systems


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