Hybrid, work -life balance, 20% payout on all new business, growth potential, and roadmap to growth!This Jobot Job is hosted by: Mark C. JohnsonAre you a fit? Easy Apply now by clicking the Apply buttonand sending us your resume.Salary: $60,000 - $85,000 per yearA bit about us:Leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.Why join us?Work-life balance - Does not track billable hoursHybrid and flexible schedulingRoadmap to promotional growthComprehensive benefits packageBonusJob DetailsKey highlights and requirements for the role:
- Must have family office experience and experience working directly with clients
- Pays bills for clients
- Will have to juggle different client needs all at once
- Must be well verses in tax
- Will prepare reviews
- Reviews financial statements of the accounting associate
o Must have reviewing experience
- Needs to be knowledgeable about the HR side of things like payroll, timesheets, etc
- Provide bookkeeping services for multiple clients including payroll, bill paying, coordinating with vendors, as well as general ledger postings, bank reconciliations and write-ups, mortgage applications, insurance placement and various ad hoc projects
- Provide business management, financial administration and financial concierge services for multiple clients which includes direct contact with clients and assisting them with their various needs
- Prepare client specific reports including financial statements and spending reports
- Assist with the forensic accounting for matrimonial actions and create presentations of findings for counsel and the court
- Create and maintain written procedures on all aspects of this position, including “what and how to” manuals for each client, while always working to improve efficiency and minimize errors
- Perform administrative functions and operational duties
- Support of other team members
Requirements
- 3+ years of accounting or bookkeeping experience required
- Bachelor's degree preferred but not required
- Prior experience with a business management firm, family office or CPA firm is a MUST
- Excels in a team-based, client-centric culture
- Able to work independently on project type assignments
- Knowledge of Quickbooks required
- Strong MS Office skills
- Willingness to work until work is done
- Excellent oral and written skills
Interested in hearing more? Easy Apply now by clicking the Apply button.