Job Description
Description
Powdermill Financial Solutions, a WSFS Company, is a boutique multi-family office for ultra-high net worth families, entrepreneurs, and corporate executives. The Family Office Accountant will be able to manage several relationships for high-net-worth families and serve as the primary contact overseeing all aspects of the client's tax, financial and administrative affairs.
Job Responsibilities:
• Monitor and work with client advisors creating financial, tax and wealth transfer planning strategies for families and trusts and provide support for the implementation and administration of those strategies.
• Quarterly financial statement preparation, tax planning and reporting.
• Interact, coordinate and work with outside tax professionals, asset managers, bankers and attorneys.
• Handle one-off financial and administrative requests.
The position is supported by one or more administrative staff and is located in Centreville, Delaware.
Minimum Qualifications:
• Minimum 5 years of relevant experience.
• CPA strongly preferred, but not required.
• Must have experience in tax planning strategies for high-net-worth individuals.
• Must have experience in tax preparation of individual, trust, partnership and corporate returns.
• Must have exceptional interpersonal skills and business acumen.
• Must have strong analytical and independent problem-solving ability.
• Must have strong ability to be organized and detail oriented.
• Must be able to function independently and as a team player with a strong work ethic and positive, proactive attitude.
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, please contact us.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender, ****** orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Powdermill Financial Solutions, a WSFS Company, is a boutique multi-family office for ultra-high net worth families, entrepreneurs, and corporate executives. The Family Office Accountant will be able to manage several relationships for high-net-worth families and serve as the primary contact overseeing all aspects of the client's tax, financial and administrative affairs.
Job Responsibilities:
• Monitor and work with client advisors creating financial, tax and wealth transfer planning strategies for families and trusts and provide support for the implementation and administration of those strategies.
• Quarterly financial statement preparation, tax planning and reporting.
• Interact, coordinate and work with outside tax professionals, asset managers, bankers and attorneys.
• Handle one-off financial and administrative requests.
The position is supported by one or more administrative staff and is located in Centreville, Delaware.
Minimum Qualifications:
• Minimum 5 years of relevant experience.
• CPA strongly preferred, but not required.
• Must have experience in tax planning strategies for high-net-worth individuals.
• Must have experience in tax preparation of individual, trust, partnership and corporate returns.
• Must have exceptional interpersonal skills and business acumen.
• Must have strong analytical and independent problem-solving ability.
• Must have strong ability to be organized and detail oriented.
• Must be able to function independently and as a team player with a strong work ethic and positive, proactive attitude.
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, please contact us.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender, ****** orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
💡 Quick Summary
Seeking a career-building opportunity? The Family Office Accountant position is now open for candidates interested in the Bank Jobs sector. This role in Wilmington offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.