Senior Family Accountant Position

3 days ago


Wayzata, Minnesota, United States Waycrosse Full time
Job Summary

We are seeking a highly skilled Senior Family Accountant to join our team at Waycrosse. This role involves supporting our Family Advisors, working closely with other professionals, and providing exceptional service to our clients.

Key Responsibilities
  • Preparing and updating schedules and managing workflows related to client meetings and requests
  • Preparing and updating individual, foundation, trust, and entity financial statements
  • Trust administration, including trust accounting, journal entries, distribution requests, and meeting material preparation for Trusts
  • Reviewing quarterly financial statements and monthly cash transaction statements
  • Compiling information and reviewing tax estimates and tax returns for Individual, Trust, Entity, and Foundation tax returns

**Requirements**

  • Bachelor's degree in accounting, finance, or business required
  • CPA or CFP preferred
  • 5+ years experience in wealth management preferred
  • Advanced Excel skills and proficiency using Microsoft Office products, including Outlook, PowerPoint, and Adobe; eMoney experience a plus
  • Strong organizational skills and ability to multi-task
  • Superior interpersonal and written communication skills
  • Experience directly serving individual clients
  • Must maintain a high level of confidentiality and discretion in handling sensitive information

The estimated salary for this position is $90,000-$110,000 per year, depending on qualifications and experience. We offer a flexible work arrangement with three days in the office and two days remote.



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