Family Office Accounting Professional

3 weeks ago


Denver, Colorado, United States Jobot Full time
Family Office Accountant Job Description

We are seeking an exceptional Expert Bookkeeper with specialized experience in family office accounting or public accounting to join our dynamic team.

Key Responsibilities:
  • Maintain 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 bookkeeping duties, including accounts payable, accounts receivable, general ledger entries, and bank reconciliations, utilizing advanced accounting software.
  • 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.
  • Prepare detailed financial reports, statements, and analyses on a regular basis, providing clients with valuable insights into their financial performance and opportunities for optimization.
  • Collaborate with tax professionals to ensure accurate and timely preparation of tax returns and compliance with all tax-related requirements.
  • Identify opportunities to streamline accounting processes, implement best practices, and enhance efficiency within the organization.
  • 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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