Description

Join Our Client's Team as a Senior Accountant in Their Thriving Family Office Division!

Are you passionate about delivering exceptional client service in a supportive and inclusive environment? Our client is dedicated to enriching the lives of both their employees and their clients. Recognized among the Best Places to Work for Financial Advisors and ranked as a Top RIA Firm by Forbes Shook Research, they pride themselves on their family-oriented culture where every voice matters.

As a Senior Accountant in their Family Office division, you'll play a crucial role in supporting high net-worth families and individuals by alleviating the administrative burdens associated with managing their wealth. Reporting directly to the Director of Family Office, you'll have the opportunity to engage in high-touch client interactions and provide comprehensive financial services, including bill pay, account reconciliations, private investment tracking, and document management.

Key Responsibilities:

• Deliver high-touch client interaction, promptly responding to requests and inquiries with exemplary service.

• Conduct monthly reconciliations of bank and brokerage accounts with meticulous attention to detail.

• Monitor daily and weekly cash positions across various accounts, ensuring optimal funding levels.

• Proactively identify and resolve issues or discrepancies with clients' accounts, bill pay, or invoices.

• Foster relationships with external professionals and advisors to enhance client service and support.

• Assist in gathering data for tax return preparation and provide necessary documentation to CPAs.

• Prepare, review, and analyze monthly, quarterly, and annual financial information to facilitate decision-making processes.

• Facilitate the onboarding of new clients by gathering necessary documentation and updating relevant systems.

Desired Skills & Experience:

• Bachelor's degree in accounting, finance, or related field; CPA certification is advantageous.

• Minimum of 4 years' experience in accounting, accounts payable, or bookkeeping roles.

• Familiarity with entity structure, ownership, and organizational frameworks.

• Strong organizational skills with the ability to present data in precise formats following prescribed standards.

• Proven initiative to identify and recommend improvements to processes and procedures.

• Proficiency in QuickBooks and the Microsoft Office suite, particularly Excel.

• Exceptional multitasking and organizational abilities to manage competing priorities effectively.

• Demonstrated commitment to continuous self-development through intellectual curiosity and personal learning initiatives.

• Adherence to the highest standards of confidentiality and professionalism.

If you are looking for a great team, excellent work-life balance, and opportunities to grow and have executive exposure this is the opportunity for you. Please apply today. Or if have questions, or if you would like more information, please call Jeff Sokolowski at (248)365-6131.

Requirements

Desired Skills & Experience:

• Bachelor's degree in accounting, finance, or related field; CPA certification is advantageous.

• Minimum of 3 years' experience in accounting, accounts payable, or bookkeeping roles.

• Familiarity with entity structure, ownership, and organizational frameworks.

• Strong organizational skills with the ability to present data in precise formats following prescribed standards.

• Proven initiative to identify and recommend improvements to processes and procedures.

• Proficiency in QuickBooks and the Microsoft Office suite, particularly Excel.

• Exceptional multitasking and organizational abilities to manage competing priorities effectively.

• Demonstrated commitment to continuous self-development through intellectual curiosity and personal learning initiatives.

• Adherence to the highest standards of confidentiality and professionalism.

Our client offers competitive benefits, including medical, dental, vision, paid time off, and a 401(k) match, starting from day one. Join them in their mission to enrich lives and make a meaningful impact in the world of wealth management. Apply today and become an integral part of their collaborative and supportive team!

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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