Senior Financial Bookkeeper
2 weeks ago
A prestigious Family Office is seeking a Senior Financial Bookkeeper to work remotely within Colorado.
This dynamic finance and tax firm specializes in providing exceptional financial services to a select group of high-net-worth clients, including entrepreneurs, technology innovators, real estate moguls, professional athletes, and industry leaders.
Key Responsibilities- Manage daily financial operations with accuracy, including data entry, record-keeping, and proactive communication with clients and third parties.
- Coordinate efficiently with vendors, banking representatives, and accountants to ensure smooth financial transactions for our esteemed clientele.
- Oversee payroll management for household employees, entity staff, and independent contractors.
- Prepare accounts payable/receivable, payroll, and financial reports.
- Maintain and update financial records using QuickBooks Online and performance reporting software, ensuring meticulous categorization and documentation.
- Establish new bill payment accounts with precision, setting up auto payments and monitoring for accuracy.
- Conduct bank account reconciliations while ensuring organized filing for easy access.
- Utilize reporting software to accurately track and update client net worth statements.
- Perform detailed cash flow analyses and financial planning with expertise.
- Manage complex financial planning projects with skill.
The ideal candidate will possess:
- A Bachelor's degree in Accounting or a related field.
- A minimum of 3 years of current experience with QuickBooks Online and related applications.
- A strong understanding of CPA requirements for high-net-worth clients' quarterly estimated payments and tax returns.
- Expertise in partnership accounting, book vs. tax principles, and estate planning.
- Exceptional financial management skills, including precise data entry, thorough account reconciliation, and meticulous documentation.
This role offers an exciting opportunity to assist affluent clients in managing their financial affairs, along with excellent benefits, remote work flexibility within Colorado, growth opportunities, a positive company culture, paid time off, a 401K plan, and more.
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