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Senior Accountant for Family Office

2 months ago


Denver, Colorado, United States Jobot Full time
Prestigious Family Office - Exceptional Benefits + Performance Bonus + Career Advancement

About Us:
We are a distinguished family office dedicated to managing the financial affairs of affluent individuals and families. Our goal is to deliver tailored financial management services that cater to the distinct needs of our clients, ensuring their financial well-being and tranquility.

Position Overview:
We are in search of a detail-oriented and skilled Accountant/Bookkeeper to become a vital part of our organization. The successful candidate will be tasked with maintaining precise financial records, executing daily bookkeeping functions, and aiding in the generation of financial reports. This role demands a meticulous individual with a solid grasp of accounting principles and practices.

Key Responsibilities:
  • Conduct daily bookkeeping activities, including documenting financial transactions, reconciling bank accounts, and managing general ledger entries.
  • Accurately and efficiently process accounts payable and receivable transactions.
  • Compile monthly, quarterly, and annual financial statements for review by upper management.
  • Assist in the development of budgets and financial projections.
  • Perform regular audits of financial records to ensure adherence to company policies and procedures.
  • Collaborate with external auditors and tax professionals during annual audits and tax preparations.
  • Support senior management with various financial projects and initiatives.
  • Ensure the confidentiality of sensitive financial data at all times.


Qualifications:
  • Bachelor's degree in Accounting, Finance, or a related discipline.
  • CPA certification is preferred.
  • A minimum of 3 years of experience in bookkeeping or accounting, ideally within a family office or high net worth context.
  • Proficient in accounting software such as QuickBooks, Xero, or similar platforms.
  • Strong understanding of accounting principles and practices.
  • Exceptional attention to detail and accuracy in data entry and financial reporting.
  • Ability to manage multiple tasks and meet deadlines in a dynamic environment.
  • Strong communication and interpersonal skills.
  • Capacity to maintain confidentiality and handle sensitive financial information with care.


Benefits:
  • Competitive salary based on experience.
  • Comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
  • Opportunities for professional development and support for ongoing education.
  • Chance to work in a collaborative environment with high net worth individuals and families.