Supervising Senior Staff Accountant- Family Office
Colorado Springs, CO
Full Time
Manager/Supervisor
Supervising Senior Staff Accountant – Family Office
Location: Colorado Springs, CO
Compensation: $70,000-$91,700
What We’re Looking For:
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:
Competencies:
Location: Colorado Springs, 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.
Apply for this position
Required*