Family Office / Ultra-High-Net-Worth Families
100% Remote
Salary: $60,000 - $75,000 + Bonus, Full Benefits
2+ Yrs.’ Exp. Multi-Entity Accounting (Preferably w/Family Office Exp.)
High Level of Professionalism and Maturity in Communication
Mostly 40-45 hrs./wk., 401k, Profit-Sharing, Health Ins., PTO, Bonus, Flexibility
Company Information
This thriving boutique independent trustee advisory group provides customized fiduciary services to a select group of Ultra-High-Net-Worth (UHNW) families. The firm delivers world-class estate services alongside intuitive interactions and values-based advice. The firm’s approach tailors specifically to the unique needs of clients. All 5 employees of this firm work 100% remotely and the firm is seeking another responsible, mature and professional individual to work 100% remotely.
This Accountant will work in a team of 4 and be responsible for daily, monthly and quarterly accounting tasks for 8-12 clients and assist the firm principal and Accounting Manager in building relationships with client families, family offices, trust beneficiaries, and other advisors. This position requires both character and competency. An ideal candidate is intrinsically motivated with exceptional IQ and EQ (Emotional Quotient, or Emotional Intelligence), someone who can envision, create, and own exceptional outcomes. Beyond daily responsibilities, this person will have the opportunity to establish systems and processes to improve long-term efficiency and scalability. With an attention to detail for the present and vision for the future, the Accountant will be an integral part of how this firm continuously serves its clients with more clarity and better access. The company, which is based in Colorado, typically has videoconference meetings two times per week (Mon. and Thu.) and has an annual holiday party in January where employees and spouses are flown to Denver and treated to a nice hotel stay.
Benefits include an understanding and supportive management team, tenured employees who enjoy working for this company, a competitive salary, a bonus (based on company and individual performance), a retirement plan with a 3% match, health insurance (100% paid by the company, up to $750/mo.), profit-sharing (w/a match), self-managed PTO and the flexibility of a 100% remote work environment.
Responsibilities
- Manage and supervise the day-to-day operations of the accounting services department, ensuring client deliverables are
- Serve clients in a variety of customer service roles, while always maintaining discretion and confidentiality
- Process accounts payable for clients
- Enter daily activity in AgilLink including credit card and checking activity
- Reconcile checking, credit card, and brokerage accounts
- Assist with preparation of Addepar financial reports and other client reports
- Communicate with third parties including brokerage and investment firms, banks, CPA firms, and insurance agencies
- Download and save client investment statements and maintain client records
- Complete special projects as requested
- Assist with client tax return preparation
- Assist with preparing client meeting materials
Requirements
- Bachelor’s in Accounting or Finance (or Associates) is preferred but not required.
- 2+ years’ experience in multi-entity accounting, preferably with some family office client experience is required.
- Basic understanding of different bank, brokerage, and retirement accounts, as well as personal finance and tax matters
- Proficiency with an accounting software like QuickBooks
- Proficiency in Microsoft Office Suite; specifically, Outlook, Word, and Excel
- Must be a self-starter and can work independently
- Excellent communication skills - written and verbal
- Detail-oriented, organized, and diligent with follow-up
- Ability to manage multiple projects simultaneously
- Excellent problem-solving skills
- Ability to maintain confidentiality and handle sensitive information with highest degree of integrity
- Job responsibilities can be performed 100% remotely, but this individual may need to be available for client and advisor meetings.
- The firm places a high value on personal and professional balance, so while travel maybe required, it is
limited to 10%. Typical work trips can usually be contained to a single day.
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