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Financial Expert

2 months ago

Denver, Colorado, United States Jobot Full time
Job Description

Job Title: Expert Bookkeeper

Job Summary:

We are seeking an experienced bookkeeper to join our dynamic team at Jobot. As an Expert Bookkeeper, you will play a crucial role in maintaining accurate financial records, managing day-to-day accounting operations, and providing invaluable support to our clients and team members.

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.

Requirements:

  • 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.
  • ~ Discretion and integrity when handling sensitive financial information.

Benefits:

  • Comprehensive health, dental, and vision insurance plans.
  • Retirement savings plan with employer match.
  • Generous paid time off and flexible scheduling options.