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This Jobot Job is hosted by: Ryan Kilroy
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Salary: $70,000 - $110,000 per year
A bit about us:
Join our esteemed family office accounting firm dedicated to providing comprehensive financial management services for high net worth individuals and families. With a commitment to excellence and discretion, we offer unparalleled expertise in managing complex financial affairs, ensuring the utmost satisfaction and peace of mind for our clients.
Position Overview:
We are seeking an exceptional Expert Bookkeeper with specialized experience in family office accounting or public accounting to join our dynamic team. In this role, you will play a crucial role in maintaining accurate financial records, managing day-to-day accounting operations, and providing invaluable support to our clients and team members.
Why join us?
Key Responsibilities:

• Financial Recordkeeping: Maintain precise and up-to-date financial records for multiple high net worth clients, ensuring accuracy and compliance with relevant regulations and standards.
• Bookkeeping Operations: Perform full-cycle bookkeeping duties, including accounts payable, accounts receivable, general ledger entries, and bank reconciliations, utilizing advanced accounting software.
• Client Communication: Act as a primary point of contact for clients, providing exceptional customer service and promptly addressing any inquiries or concerns related to their financial accounts.
• Financial Reporting: Prepare detailed financial reports, statements, and analyses on a regular basis, providing clients with valuable insights into their financial performance and opportunities for optimization.
• Tax Coordination: Collaborate with tax professionals to ensure accurate and timely preparation of tax returns and compliance with all tax-related requirements.
• Process Improvement: Identify opportunities to streamline accounting processes, implement best practices, and enhance efficiency within the organization.
• Team Collaboration: Work closely with other team members, including financial advisors, investment managers, and estate planners, to provide integrated financial solutions and support holistic wealth management strategies.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field.
• 5 years of experience in bookkeeping, preferably in a family office environment or public accounting firm.
• Advanced proficiency in accounting software, such as QuickBooks, Xero, or NetSuite.
• Strong understanding of GAAP principles and familiarity with tax regulations.
• Exceptional attention to detail and accuracy, with the ability to prioritize and multitask effectively.
• Excellent communication and interpersonal skills, with a client-centric approach.
• Discretion and integrity when handling sensitive financial information.

Preferred Qualifications:

• Certified Bookkeeper (CB) or Certified Public Accountant (CPA) designation.
• Experience working with high net worth individuals and families.
• Knowledge of investment accounting principles and practices.

Job Details
Benefits:

• Competitive salary commensurate with experience.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with employer match.
• Generous paid time off and flexible scheduling options.
• Professional development opportunities and support for continuing education.
• Collaborative and supportive work environment within a reputable and prestigious firm.

Join Our Team:
If you are an experienced bookkeeper with a passion for excellence and a background in family office or public accounting, we invite you to apply for the Expert Bookkeeper position with our esteemed family office accounting firm. Make a meaningful impact and grow your career in a dynamic and supportive environment. Apply today by submitting your resume and cover letter detailing your qualifications and interest in the role. We look forward to welcoming you to our team!
Interested in hearing more? Easy Apply now by clicking the "Apply" button.