Accountant

Position Overview:

The Holton Company is a privately owned, multi-generational wealth management firm dedicated to supporting the Holton family’s financial and administrative needs. We are seeking a highly motivated and detail-oriented Accountant to join our team at our Naples, FL office. This role is ideal for a professional who thrives in a dynamic environment and is committed to maintaining financial accuracy and transparency.

Key Responsibilities

Financial Record Management:

• Maintain and update financial records, ensuring accuracy and compliance.
• Process and reconcile transactions, including accounts payable/receivable, general ledger entries, and bank reconciliations.
• Manage the chart of accounts and ensure proper classification of transactions.

Financial Reporting & Analysis:

• Prepare monthly, quarterly, and annual financial statements.
• Analyze financial data and provide insights to stakeholders.
• Present reports to management and family members, highlighting key trends and recommendations.

Budgeting & Forecasting:

• Assist in budget development and financial forecasting for family investments and projects.
• Track actual financial performance against budgets and provide variance analysis.
• Work with internal teams to ensure financial goals are met.

Investment, Tax & Financial Decision Support:

• Conduct financial analysis to support investment decisions and acquisitions.
• Monitor the performance of investments and suggest strategies for optimization.
• Collaborate with investment managers and advisors to assess portfolios.
• Assist in tax planning and compliance to ensure proper reporting and optimization of tax liabilities.
• Provide support for tax filings and documentation for family trusts, investments, and entities.

Process Improvement & Compliance:

• Identify and implement process improvements for financial operations.
• Ensure compliance with accounting standards, tax regulations, and internal controls.
• Develop and refine financial procedures to enhance efficiency and accuracy.

Qualifications & Skills:

• Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred).
• Experience in accounting, preferably within a family office or financial services industry.
• Strong knowledge of GAAP, financial reporting standards, and tax regulations.
• Proficiency in accounting software (e.g., QuickBooks, Excel).
• Excellent analytical and problem-solving skills with attention to detail.
• Developed verbal and presentation skills.
• Strong organizational and time-management abilities to meet deadlines.
• Effective communication skills to collaborate with stakeholders at all levels.
• High level of integrity and discretion when handling confidential information.

Compensation & Benefits:

• Competitive salary starting at $65,000.00 - $80,000 & benefits package.
• Eligible for a 15% bonus based on the company’s annual bonus plan and performance to MBO’s.
• Fast track position based on performance to Controller position in one of owned LLC’s or VP position.
• 401(k) retirement plan.
• Healthcare benefits, including medical, dental, and vision insurance.
• Paid time off (PTO) and holiday schedule.
• Professional development and career growth opportunities.
• Location in North Naples within 3 miles of interstate N/S Highway I-75 exit 111.

Job Type: Full-time

Pay: $65,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus opportunities
• Performance bonus

Education:

• Bachelor's (Preferred)

Experience:

• Accounting: 1 year (Preferred)
• Bookkeeping: 1 year (Preferred)

Work Location: In person

Salary : $65,000 - $80,000