Family Office Accountant

Millis, MA, US, United States

Job Description

Job Overview


Kingsley Business Service, Inc (KBS) is an Administrative Multi-Family Office for ultra high net worth individuals who seek high quality management of their financial lives. KBS is looking for a Family Office Accountant who is looking to make Family Office Accounting a long term career. This position is ideal for someone that has previous experience in public accounting and tax preparation and is looking to do something new. In addition to the tasks listed below, it is expected that this position will take on more senior accounting functions and oversee reporting created for clients. The position also has the potential to evolve into a managerial role overseeing internal staff. It is imperative that the candidate work a full time schedule and travel to the Millis, MA office a minimum of two days a week.

Responsibilities



Maintain Quickbooks files on client partnerships and corporations. Includes all data entry and monthly report creation. Month end duties including preparing and posting journal entries Review general ledger accounts and post any corrections/discrepancies Prepare monthly financial reports and related schedules and review for accuracy Research discrepancies and correct any issues found in a timely manner Account reconciliations and intercompany reconciliations Ad Hoc Reporting utilizing Quickbooks, Microsoft Excel and PowerBI Direct interaction with clients on all family office needs Work within a team environment to ensure all client needs are addressed

Experience



Associates or Bachelor's degree in Accounting, Finance, or Business preferred 5+ years in General Accounting, financial reporting and analysis preferred Knowledge and prior experience in tax preparation a plus Excellent communication and customer service skills Must have a strong understanding of bank reconciliation Must be detail oriented with strong organizational skills Ability to work independently and on a team QuickBooks experience required Strong analytical skills with the ability to interpret complex financial data accurately. Excellent proficiency in Microsoft Excel for financial analysis, budgeting, forecasting, and account analysis. Experience and/or strong interest in Family Office Accounting
Pay: From $75,000.00 per year

Benefits:

401(k) 401(k) 4% Match Dental insurance Disability insurance Flexible spending account Health insurance Health savings account Life insurance Paid sick time Paid time off Tuition reimbursement Vision insurance Work from home
Experience:

Accounting: 2 years (Preferred) QuickBooks: 2 years (Preferred)
Ability to Commute:

Millis, MA 02054 (Preferred)
Work Location: Hybrid remote in Millis, MA 02054

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Job Detail

  • Job Id
    JD6254185
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    USD
  • Employment Status
    Permanent
  • Job Location
    Millis, MA, US, United States
  • Education
    Not mentioned