Job highlights
Identified by Google from the original job post
Qualifications
We are seeking an enthusiastic and detail-oriented Accounting Analyst to join our team
Bachelor’s degree in Accounting or a related field
Strong bookkeeping skills, including data entry, account reconciliation, and accurate documentation
2+ years of experience with QuickBooks Online and associated apps (e.g., Bill.com, MoneyThumb Slick Connect)
Understanding of CPA requirements for quarterly estimated payments and tax return preparation
Knowledge of partnership accounting, book vs. tax differences, and estate planning mechanisms
Experience with AR/AP for individuals, families, and entities (LLCs, trusts, etc.), including vendor account management
Strong grasp of individual and family finances, including budgeting, bill pay, loan/investment mechanics, and cash flow management
Basic understanding of payroll processes, including tax filings for household employees, entities, and contractors
Excellent verbal and written communication skills
Analytical, detail-oriented, organized, and diligent with follow-up
Proactive, self-motivated, and capable of working independently
Ability to handle sensitive and confidential information
Proficiency with Microsoft Office Suite and Mac-based hardware/software
Comfortable using databases and the Internet for research and tasks
Benefits
Salary $60,000 - $120,000 per year
Salary and Benefits
Full-time position
Computer equipment provided
Competitive salary commensurate with experience
Comprehensive benefits package, including health insurance and Simple IRA
Responsibilities
This role is integral to our operations, working closely with internal team members, client vendors, and external legal, financial, and tax professionals
Your primary responsibilities will include tracking and analyzing large volumes of financial data, managing AP/AR/Payroll, and reporting on various bank and brokerage accounts and complex financial investments to meet monthly, quarterly, and annual tax-related deadlines
Perform daily tasks such as data entry, record-keeping, and follow-up with clients and third parties
Maintain entries in QuickBooks Online and our performance reporting software, ensuring accurate categorization and documentation
Generate monthly, quarterly, annual, and ad hoc P&L, Balance Sheet, and miscellaneous reports for individuals and entities
Manage client bill pay requests using Bill.com to ensure timely and accurate payments
Establish new bill pay accounts, set up auto payments, and monitor activity to prevent errors
Reconcile bank accounts, retrieve statements, and maintain filing integrity
Update and track changes to client net worth statements using reporting software
Analyze large datasets, verify accuracy, correct discrepancies, and eliminate duplications
Assist in client meeting preparation and follow-up by issuing reports and completing relevant tasks
Perform complex cash flow and financial planning analyses
Coordinate with vendors, bank representatives, accountants, and other third parties
Manage payroll for clients’ household employees, entity employees, and independent contractors
Prepare and distribute tax forms such as 1099, 1098, and 1096
Complete special projects as requested
Job description
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Job details

Great Benefits + Upward Mobility + Hybrid Remote + Collaborative Culture

This Jobot Job is hosted by Ryan Kilroy

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $60,000 - $120,000 per year

A Bit About Us

Located in Denver, CO, is a growing independent multi-family office dedicated to providing exceptional financial services to our diverse clientele. Our team is committed to simplifying the financial complexities our clients face, ensuring strategic, diligent, and professional support. We pride ourselves on delivering clarity amidst financial chaos and confusion.

Position Overview

Are you an Accounting professional who thrives in a fast-paced, high-volume, deadline-driven environment? We are seeking an enthusiastic and detail-oriented Accounting Analyst to join our team. This role is integral to our operations, working closely with internal team members, client vendors, and external legal, financial, and tax professionals. Your primary responsibilities will include tracking and analyzing large volumes of financial data, managing AP/AR/Payroll, and reporting on various bank and brokerage accounts and complex financial investments to meet monthly, quarterly, and annual tax-related deadlines.

Why join us?

Key Responsibilities
• Perform daily tasks such as data entry, record-keeping, and follow-up with clients and third parties.
• Maintain entries in QuickBooks Online and our performance reporting software, ensuring accurate categorization and documentation.
• Generate monthly, quarterly, annual, and ad hoc P&L, Balance Sheet, and miscellaneous reports for individuals and entities.
• Manage client bill pay requests using Bill.com to ensure timely and accurate payments.
• Establish new bill pay accounts, set up auto payments, and monitor activity to prevent errors.
• Reconcile bank accounts, retrieve statements, and maintain filing integrity.
• Update and track changes to client net worth statements using reporting software.
• Analyze large datasets, verify accuracy, correct discrepancies, and eliminate duplications.
• Assist in client meeting preparation and follow-up by issuing reports and completing relevant tasks.
• Perform complex cash flow and financial planning analyses.
• Coordinate with vendors, bank representatives, accountants, and other third parties.
• Manage payroll for clients’ household employees, entity employees, and independent contractors.
• Prepare and distribute tax forms such as 1099, 1098, and 1096.
• Complete special projects as requested.

Job Details

Qualifications
• Bachelor’s degree in Accounting or a related field.
• Strong bookkeeping skills, including data entry, account reconciliation, and accurate documentation.
• 2+ years of experience with QuickBooks Online and associated apps (e.g., Bill.com, MoneyThumb Slick Connect).
• Understanding of CPA requirements for quarterly estimated payments and tax return preparation.
• Knowledge of partnership accounting, book vs. tax differences, and estate planning mechanisms.
• Experience with AR/AP for individuals, families, and entities (LLCs, trusts, etc.), including vendor account management.
• Strong grasp of individual and family finances, including budgeting, bill pay, loan/investment mechanics, and cash flow management.
• Basic understanding of payroll processes, including tax filings for household employees, entities, and contractors.
• Excellent verbal and written communication skills.
• Analytical, detail-oriented, organized, and diligent with follow-up.
• Proactive, self-motivated, and capable of working independently.
• Ability to handle sensitive and confidential information.
• Proficiency with Microsoft Office Suite and Mac-based hardware/software.
• Comfortable using databases and the Internet for research and tasks.

Salary and Benefits
• Full-time position.
• Computer equipment provided.
• Located in Denver, CO 80206.
• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health insurance and Simple IRA.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!