Alliance Resource Group
https://www.allianceresourcegroup.com/wp-content/uploads/2021/05/200x200.png
http://www.allianceresourcegroup.com
http://www.allianceresourcegroup.com
USD
110000
YEAR
true
Family Office Senior Staff Accountant
Posted: 11/11/2024
2024-11-11
2025-01-09
Job Titles: ACCT - Sr. Accountant
Job Number: 5290
Pay Rate: 110,000
Job Description
The Staff Accountant will work on a team assigned to service clients to provide day-to-day reporting, and to support Tax and Trust & Estate planning. Implementation of financial and operational metrics reporting linking financial management with operating functions is included.
ESSENTIAL DUTIES & RESPONSIBILITIES
Provide Family Office services for the firm’s ultra-high net worth clients.
Day-to-Day
o Develop a deep understanding of the clients’ financial picture, which often includes trusts and other related entities
o Monitor cash flow activity, payroll, tax payments, and insurance policies
o Maintain organized and accurate supporting documentation of all transactions within a defined filing system
o Comprehensive bill pay and investment tracking
o Assisting with special accounting and financial statement projects as necessary
• Reporting
o Create and maintain personal financial statements in QuickBooks
o Perform financial statement consolidations
o Various one-off projects for clients such as cash flow projections or other customized reports
• Tax and Trust & Estate Planning
o Assemble and organize information for tax preparation
o Ensuring all executed documents are retained and filed in an organized manner
• Assist with ad hoc internal accounting, HR functions, and tax projects as needed
Education:
• Bachelor’s degree required in Finance or Accounting
ESSENTIAL DUTIES & RESPONSIBILITIES
Provide Family Office services for the firm’s ultra-high net worth clients.
Day-to-Day
o Develop a deep understanding of the clients’ financial picture, which often includes trusts and other related entities
o Monitor cash flow activity, payroll, tax payments, and insurance policies
o Maintain organized and accurate supporting documentation of all transactions within a defined filing system
o Comprehensive bill pay and investment tracking
o Assisting with special accounting and financial statement projects as necessary
• Reporting
o Create and maintain personal financial statements in QuickBooks
o Perform financial statement consolidations
o Various one-off projects for clients such as cash flow projections or other customized reports
• Tax and Trust & Estate Planning
o Assemble and organize information for tax preparation
o Ensuring all executed documents are retained and filed in an organized manner
• Assist with ad hoc internal accounting, HR functions, and tax projects as needed
Education:
• Bachelor’s degree required in Finance or Accounting
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