What are the responsibilities and job description for the Supervising Senior Staff Accountant- Family Office position at Stockman Kast Ryan + Company?
Job Description
Job Description
Supervising Senior Staff Accountant – Family Office
Location : Denver, CO
Compensation : $70,000-$91,700
What We’re Looking For :
Associate or bachelor’s degree in accounting
QuickBooks Certified ProAdvisor (preferred)
5 years full-charge bookkeeper w / financial statement preparation
5 years payroll preparation and associated filing experience
5 years of management / supervisory experience required
Advanced level of proficiency in Microsoft Office Suite required
Advanced level of proficiency in QuickBooks required
What You’ll Be Doing :
The Supervising Senior Staff Accountant- Family Office will be responsible for providing a dedicated solution for the complex management of high-net-worth individuals’ personal and business finances such as bookkeeping, payroll, administrative and clerical support, as well as miscellaneous tasks and projects as requested by clients.
Duties & Responsibilities :
Serve as primary client contact.
Provide administrative and bookkeeping support for various Family Office clients which include trusts, estates, partnerships, limited liability companies, S-corporations and private foundations.
Manage accounting and administrative day-to-day operations of multiple residences and commercial properties; responsible for account payables and receivables; preparation of bank deposits, recording vendor invoices and preparation of checks and wire transfers.
Interface with vendors and financial institutions on day-to-day transactions; oversee cash management and bank account transactions.
Reconcile bank, credit card and investment account statements; record journal entries; prepare quarterly and year-end financial statements and other reporting as requested by client or managers / partners.
Process payroll with minimal supervision; respond to notices from regulatory agencies.
Assist client and tax team in gathering tax documents needed to file accurate tax returns; coordinate with client and tax team in making quarterly estimated or extension payments.
Prepare annual Family Office Services engagement letters; coordinate with admin team to deliver to client.
Train and mentor associate / senior associates on specialization areas.
Schedules and manages the workload of associates / senior associates.
Create specialized reports to meet the specific needs of each individual family group.
Performs other duties as assigned or as requested by client.
Competencies :
Must be technologically proficient and able to leverage technology to help optimize workflow as well as the client experience.
Must act with the highest integrity and transparency.
Ensure exceptional and consistent standards are executed and maintained at the highest level.
Ability to work in a deadline-driven environment & handle multiple projects / tasks.
Must be organized and have the ability to set priorities and meet deadlines while working independently.
Excellent written and verbal communication skills.
Excellent interpersonal skills and the ability to relate to diverse personalities in a tactful and mature nature.
Understand and maintain the confidentiality of all information.
Ability to respond tactfully and professionally in high-demand or stressful situations.
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