Family Office Accounting Professional
3 weeks ago
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.
- 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.
-
Family Office Professional
2 days ago
Denver, Colorado, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled Family Office Professional to join our dynamic team. In this role, you will be responsible for managing complex family office problems with utmost confidentiality.Key ResponsibilitiesParticipate in brainstorming sessions to develop innovative client strategies.Manage the execution of tax, estate, investment, and...
-
Family Office Accountant Position
4 weeks ago
Denver, Colorado, United States Jobot Full timeFamily Office Accountant PositionWe are a prestigious family office managing the financial affairs of high net worth individuals and families. Our mission is to provide comprehensive financial management services tailored to the unique needs of our clients, ensuring their financial success and peace of mind.Responsibilities:Perform day-to-day bookkeeping...
-
Family Office Accountant Position
3 weeks ago
Denver, Colorado, United States Jobot Full timeTop Family Office OpportunityWe are a prestigious family office managing the financial affairs of high net worth individuals and families. Our mission is to provide comprehensive financial management services tailored to the unique needs of our clients, ensuring their financial success and peace of mind.Position Overview:We are seeking a meticulous and...
-
Family Office Accounting Specialist
4 weeks ago
Denver, Colorado, United States Jobot Full timeAbout the RoleWe 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 exceptional support to our clients and team members.Key...
-
High Net Worth Family Accounting Professional
3 weeks ago
Denver, Colorado, United States Jobot Full timeJob OverviewJobot is seeking a detail-oriented and experienced Bookkeeper/Accountant to join our team. As a member of our prestigious family office, you will be responsible for maintaining accurate financial records, performing day-to-day bookkeeping tasks, and assisting in the preparation of financial reports.Company OverviewWe are a leading family office...
-
Family Office Account Executive
3 weeks ago
Denver, Colorado, United States SS&C Full timeJob DescriptionSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. As a results-driven sales representative, you will actively seek out and engage customer prospects to sell into Family Offices.Key Responsibilities:Create new business opportunities and build relationships with...
-
Client Services Team Lead
1 month ago
Denver, Colorado, United States IWP Family Office Full timeClient Services Lead OverviewThe Client Services Lead is a key member of our dynamic client service team, responsible for solving complex family office problems with the utmost confidentiality.This role requires a high degree of professionalism, attention to detail, and organizational acumen. The successful candidate will be able to create a trusted...
-
Dental Office Manager
3 weeks ago
Denver, Colorado, United States Riviera Family Dentistry Full timeJob DescriptionRiviera Family Dentistry is seeking an exceptional Office Manager to oversee the day-to-day operations of our state-of-the-art dental facility near Lakewood. As a key member of our team, you will be responsible for managing scheduling, patient appointments, and treatment coordination, ensuring compliance with regulatory and safety...
-
Senior Accounting Professional
4 weeks ago
Denver, Colorado, United States SM-Energy Company Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Accountant to join our team at SM Energy Company. The successful candidate will be responsible for executing and supporting routine accounting and finance close responsibilities, including operated JIB accounting, non-operated JIB accounting, accounts receivable accounting, capital and LOE...
-
Accounting Professional
3 weeks ago
Denver, Colorado, United States Gen II Fund Services Full timeAn internship at Gen II Fund Services provides a well-rounded experience as interns have an opportunity to work on a variety of client engagements under the supervision of more senior firm personnel.Interns will be specialized in the tax or accounting areas, but limited exposure to the non-selected specialty could be available if desired.Upon employment,...
-
Family Office Sales Representative
4 weeks ago
Denver, Colorado, United States SS&C Full timeJob DescriptionSS&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 fund administration, middle office, and related services.Key Responsibilities:Create new business opportunities and build relationships with Family...
-
Supervisory Accountant Position
3 weeks ago
Denver, Colorado, United States Office of the Chief Financial Officer Full timeJob SummaryWe are seeking a highly skilled Supervisory Accountant to join our team at the Office of the Chief Financial Officer. As a key member of our financial operations team, you will be responsible for overseeing the overall operations and activities of the assigned unit, including supervising subordinate personnel.Key ResponsibilitiesSupervise a wide...
-
Dental Office Coordinator
4 weeks ago
Denver, Colorado, United States Riviera Family Dentistry Pllc Full timeJob SummaryRiviera Family Dentistry Pllc is seeking a highly skilled and bilingual Dental Front Office Receptionist to join our team. As a key member of our front office staff, you will be responsible for providing exceptional patient care and administrative support to our patients and dental team.Key Responsibilities:Greets patients with a warm smile and...
-
Senior Accounting Professional
4 weeks ago
Denver, Colorado, United States LHH Recruitment Solutions Full timeJob OverviewAs a key member of the LHH Recruitment Solutions team, we are seeking a highly skilled Senior Accounting Professional to join our growing construction company in Denver, CO. This role will play a critical part in driving financial success by providing expert accounting services and supporting the company's growth initiatives.Key...
-
Senior Accounting Professional
4 weeks ago
Denver, Colorado, United States SBA CPA Full timeJob SummaryWe are seeking a highly skilled Senior Accounting Professional to lead our financial operations. The ideal candidate will possess strong knowledge of bookkeeping and accounting principles, with excellent communication and interpersonal skills.Key Responsibilities:Financial Record Management: Maintain accurate and up-to-date financial records for...
-
Account Manager, Mid-Market Professional
3 weeks ago
Denver, Colorado, United States ProCare Solutions LLC Full timeAbout Procare Solutions LLCWe are a leading provider of childcare software, serving over 35,000 childcare businesses across the country. Our mission is to simplify childcare operations and create meaningful connections by providing technology, expertise, and unparalleled service.The RoleThe Mid-Market Account Manager will play a critical role in supporting...
-
Family Law Attorney
4 weeks ago
Denver, Colorado, United States Family Law Firm Full timeJob DescriptionAre you looking for a challenging and rewarding career in family law? We are seeking an experienced Family Law Attorney to join our team at Halligan LLC.As a Family Law Attorney, you will be responsible for providing high-quality legal representation to clients in family law matters, including pre-decree and post-decree domestic relations...
-
Accounting and Administrative Professional
3 weeks ago
Denver, Colorado, United States J Kent Staffing Full timeJob OverviewJ. Kent Staffing is seeking a highly skilled Accounting and Administrative Professional to join our client's team. This is a full-time, in-person position that requires a strong analytical mind and excellent organizational skills.Key ResponsibilitiesFull-cycle accounting for multiple entities, including accounts payable, accounts receivable,...
-
Family Medicine Specialist
3 weeks ago
Denver, Colorado, United States Clinica Family Health Full timeAbout Us:Clinica Family Health is a community health center dedicated to providing high-quality medical care to individuals and families in need. Our mission is to offer accessible and affordable healthcare services, ensuring that everyone has access to the medical attention they require.We strive to create a supportive and inclusive environment, where...
-
Family Medicine Physician
4 weeks ago
Denver, Colorado, United States Clinica Family Health Full timeAbout UsClinica Family Health is a community-based healthcare organization dedicated to providing high-quality medical care to individuals and families in need. Our mission is to deliver exceptional healthcare services that are culturally sensitive and prevention-focused.What We OfferCompetitive salary range: $194,737 - $230,271 per yearContinuing Medical...