What are the responsibilities and job description for the Family Office Senior Accounting Consultant position at Plante Moran?
Make your mark. Having roots in one of the nation's largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudlyserves as a trusted advisor to individuals, families, nonprofits, and retirement plan sponsors, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. We have over 250 professionals dedicated todelivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.
This opportunity provides the option of working 100% remotely. At the core of Plante Moran's culture is an understanding that the whole person comes to work, and we want to meet you where you are. That's why we offer various alternative work arrangements to support staff and their evolving needs throughout their career.
Your role. Your work will include, but not be limited to :
- Working with balance sheets, income statements, and statements of cash flows for families. Generally, personal balance sheets or investment partnerships and trusts, as opposed to operating companies.
- Performing the following accounting functions :
- Transaction data entry
- Accounts payable - entering and coding invoices, managing and tracking recurring bills
- Journal entries
- General ledger review
- Bank account and other balance sheet account reconciliations
- Reading, booking, and basic understanding of investment statements
- Bachelor's degree in accounting or related field required
- 5 years of accounting experience required
- Bookkeeping / accounting knowledge including general ledger / chart of account expense coding :
- Understanding of balance sheet vs. income statement accounts and ability to record activity appropriately
- Ability to assign proper general ledger code to transactions
- Assisting with month end close process including balance sheet reconciliation, trend analysis and financial statement preparation
- Assisting with preparation of monthly financial reports
- Ability to work with various software : Bill.com, QuickBooks, Microsoft Word, Microsoft Excel (including formulas and tables), Outlook
- Preference is for the new hire to be in office on a regular basis but open to 100% remote
The qualifications.
Our difference.
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different : we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.
This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week.
Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
LI-CB1
LI-Remote
Salary Class
Hourly
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.
Compensation is commensurate with technical skills and experience is provided in accordance with applicable state requirement. Compensation information posted is based on a position being located in the state of CO or IL. Please review theposition location for theapplicable geographic location.
Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
Colorado hourly rate range is as follows :
33.58 to $50.38
Illinois hourly rate range is as follows :
34.61 to $51.92
Salary : $34 - $50
