Family Office Bookkeeping Associate

Family Office Bookkeeping Associate

Department: Tax

Location: Austin and/or Round Rock, TX

Who We Are

Maxwell Locke & Ritter LLP is the largest locally owned accounting firm in the Greater Austin area. We’re known for offering exceptional work-life balance and for our dedication to our people, our clients, and our community. We are proud to have been included in Accounting Today’s "Best Accounting Firms to Work For" list for 13 consecutive years. In the past six years, we’ve earned the No. 1 ranking three times.

What Sets Us Apart

We’re redefining what it means to work in public accounting by:

• Instilling the belief that “No success at work is worth failure at home,” while recognizing everyone’s version of “home” is unique to them
• Leaning on our core values and showing genuine care and concern for one another
• Empowering our people to do what’s best for them, while providing exceptional client service
• Cultivating an environment that allows our people to thrive personally
• Investing in the professional growth of our people

Want to see it for yourself? Check out our Instagram (@maxlocrit) and watch this video to learn about the employee experience at ML&R.

What You’ll Be Doing

As a family office associate, you will provide financial services to ultra-high net-worth clients, including financial reporting in QuickBooks, cash flow planning, payroll administration, insurance management, and bill pay. You will also assist our tax group by creating financials from investment statements and preparing 1099s and payroll reports on a quarterly basis. Communication skills are essential to this position, as you will regularly communicate with our clients and their employees.

How You Can Grow

Unlike traditional accounting firms, our people create their own personalized career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we’ll assist you with finding a career path that works for you.

Our Commitment to DEI

As a firm that embraces people from different backgrounds, we encourage applications from diverse candidates. Maxwell Locke & Ritter is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion at all levels of our firm. To support this endeavor, our DEI committee focuses internal efforts on awareness, recruitment, and outreach.

Maxwell Locke & Ritter LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

What We Offer:

• PTO: 22 days (increases with firm tenure) and 10 paid holidays, including 2 floating holidays
• Paid parental leave and paid bereavement leave
• Annual profit-sharing bonus
• 401(k) plan including profit-sharing contribution
• ML&R covers 100% of the employee-only premium cost for dental, vision, and our base high-deductible health plan
• Cafeteria plan, including medical and dependent care and flexible spending accounts
• Term-life, short- and long-term disability, and accidental death and dismemberment coverage
• Employer contributions to participant health savings accounts with the election of qualifying high-deductible health plan
• Employee assistance program
• Continuing professional education
• Flexible scheduling
• Many more perks and benefits

(Employees must work a minimum of 30 hours a week to be eligible for the following benefits: Medical, Dental, Vision, Health Savings Account, Limited Purpose Medical Flexible Spending Account, Full Medical Flexible Spending Account, and Dependent Care Flexible Spending Account, Term Life and AD&D, Long-term Disability and Employee Assistance Program.)

What We’re Looking For:

• Minimum 5 years of experience as a full-charge bookkeeper, including financial statement preparation, or working in a family office
• Extensive experience with QuickBooks (online and desktop versions), including payroll, accounts payable, account reconciliations and journal entries
• Familiarity with investment statement QuickBooks reporting is highly preferred
• An understanding of and experience with payroll tax processing and federal and state payroll return preparation (W-2, TWC, 941)
• Ability to maintain a high level of accuracy
• Experience with Microsoft Excel, Word and Outlook
• Excellent verbal and interpersonal communication skills and the ability to present a professional image both in person and over the phone
• Excellent written communication skills, including strong spelling and grammar
• Organizational skills and the ability to set priorities and meet deadlines while working independently
• Ability to maintain confidentiality
• Ability to handle interruptions and switch from task to task efficiently
• Experience managing multiple clients with varying needs and requirements
• Proficiency in adapting to and learning new technologies
• Experience with federal 1099 tax filings preferred
• Associate’s or bachelor’s degree preferred