Senior Staff Accountant

Responsibilities

Day to Day:

• Develop a deep understanding of the clients' financial picture, which often includes trusts and other related entities
• Monitor cash flow activity, payroll, tax payments, and insurance policies
• Maintain organized and accurate supporting documentation of all transactions within a defined filing system
• Comprehensive bill pay and investment tracking
• Assisting with special accounting and financial statement projects as necessary

Reporting:

• Create and maintain personal financial statements in QuickBooks
• Perform Financial Statement Consolidations
• Various one-off projects for clients such as cash flow projections or other customized reports

Tax, Trust & Estate Planning:

• Assemble and organize information for tax preparation
• Ensuring all executed documents are retained and filed in an organized manner

Qualifications

• Bachelor's degree required in Finance or Accounting
• 1-2+ Years of Accounting or Financial Experience
• Must have experience at a family office