Family Office Accountant
7 days ago
We are a Family Office providing administrative, accounting, consulting, estate, and investment planning services for our clients.
We strive to maintain a 'best practices' philosophy in all that we do, encouraging employees to constantly learn and improve their skills.
Responsibilities:
- Prepare, gather, and examine accounting documents, record entries, and prepare financial statements for client ventures and investment partnerships.
- Assist with preparation of annual tax returns to include 706, 1040, 1041, 1065, and 1120 forms for federal and multiple state tax authorities.
- Analyze complicated investment K-1's from underlying partnerships to include foreign activity.
- Tax planning and calculation of quarterly estimated tax payments for clients.
Qualifications:
- A minimum of a bachelor's degree in Accounting or Taxation is required, with a skill set to support our business needs.
- Possess a strong knowledge of Quick books, Sage, Pro-Systems CCH Axcess, and CFS Tax software.
- Ability to multi-task daily, work independently, with a high attention to detail, be deadline-driven, and possess strong analytical and problem-solving skills.
Salary: $80,000 - $110,000 per year, depending on experience.
This is a competitive compensation package to include medical, dental, vision, life insurance, AD&D, a retirement plan, paid time off, and holiday pay.
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