Bookkeeper
Job details
Job description, work day and responsibilities
Job description
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Job details
High Net Worth Family Office is looking for a Bookkeeper! Remote within Colorado
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 $85,000 - $100,000 per year
A Bit About Us
Are you a highly skilled Bookkeeper looking to grow your career? Growing finance and tax firm is looking for a Senior Bookkeeper! They are a team team that provides financial expertise to a select group of affluent clients from diverse backgrounds, including Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, and Industry Leaders. As a High Net Worth Accountant and Financial Strategist, you'll excel in simplifying intricate financial matters for our elite clientele, enabling them to achieve their aspirations and experience the true joys of a life well-lived.
They are looking for a Senior Bookkeeper who either have experience completing tax returns for clients or who have worked directly with CPAs to complete returns. Ideally, this would be in the high-net-worth space, but not 100% necessary.
This is an exciting opportunity to help wealthy clients manage their finances!
Why join us?
Great Benefits, Remote Work within Colorado, Growth Opportunities, Great Culture, PTO, 401K, and much more!
Job Details
Responsibilities
• Handle daily financial tasks with utmost precision, including data entry, record-keeping, and proactive follow-up with clients, client teams, and third parties.
• Efficiently coordinate with vendors, bank representatives, and accountants to ensure seamless financial operations for our discerning clients.
• Take charge of payroll management for clients' household employees, entity employees, and independent contractors.
• Prepare AP/AR, Payroll, and Publishing Financials
• Expertly maintain and update financial records using QuickBooks Online and our performance reporting software, categorizing details meticulously and documenting pertinent backup.
• Generate comprehensive and custom reports, including monthly, quarterly, annual, and ad hoc P&L, Balance Sheet, and miscellaneous reports for individuals and entities.
• Exhibit excellence in managing client bill pay requests using Bill.com, ensuring timely and precise payments.
• Establish new bill pay accounts with precision, configuring auto payment setup and diligently monitoring activity to mitigate errors.
• Execute bank account reconciliations with precision, while preserving filing cabinet integrity for efficient retrieval.
• Demonstrate proficiency in reporting software to track and update client net worth statements with utmost accuracy.
• Perform detailed cash flow and financial planning analyses with precision and expertise.
• Prepare and issue reports, ensuring seamless client meeting preparation and follow-up.
• Tackle complex financial planning projects with skill and precision.
Qualifications
• Bachelor's degree in Accounting or a related field.
• 3+ years of current experience with QuickBooks Online and associated apps (Bill.com, MoneyThumb Slick Connect, etc.).
• Strong grasp of CPA requirements for high net-worth clients' quarterly estimated payments and tax returns.
• Expertise in partnership accounting, book vs. tax principles, and estate planning mechanisms.
• Outstanding financial management abilities, encompassing precise data entry, thorough account reconciliation, and meticulous documentation.
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!
Company address
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Offer ID: #845203,
Published: 2 weeks ago,
Company registered: 1 year ago
