Stockman Kast Ryan + Co

Supervising Senior Staff Accountant- Family Office

Stockman Kast Ryan + Co 美国 科罗拉多州 丹佛
Stockman Kast Ryan + Co

Supervising Senior Staff Accountant- Family Office

Stockman Kast Ryan + Co 美国 科罗拉多州 丹佛
2 周前
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职位发布提供的薪酬

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基本薪酬范围

US$70,000.00/年 - US$91,700.00/年
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.

  • 职位级别

    中高级

  • 职位性质

    全职

  • 职能类别

    会计/审计和金融

  • 所属行业

    会计

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