Senior Staff Accountant - Family Office - Selby Jennings
Senior Staff Accountant Responsibilities:
- Day to Day:
- Develop a deep understanding of the clients' financial picture, which often includes trusts and other related entities
- Monitor cash flow activity, payroll, tax payments, and insurance policies
- Maintain organized and accurate supporting documentation of all transactions within a defined filing system
- Comprehensive bill pay and investment tracking
- Assisting with special accounting and financial statement projects as necessary
- Reporting:
- Create and maintain personal financial statements in QuickBooks
- Perform Financial Statement Consolidations
- Various one-off projects for clients such as cash flow projections or other customized reports
- Tax, Trust & Estate Planning:
- Assemble and organize information for tax preparation
- Ensuring all executed documents are retained and filed in an organized manner
Senior Staff Accountant Qualifications:
Bachelor's degree required in Finance or Accounting
1-2+ Years of Accounting or Financial Experience
Must have experience at a family office
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