What are the responsibilities and job description for the Family Office Accountant position at WhiteCap Search?
Our client is looking to hire a Family Office Accountant to join their team. They offer a great work environment and team culture.
Job Function
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Job Function
- Assist in all activities of the general ledger, including cash management/bill pay, bank reconciliations, journal entries, monthly closes, etc
- Preparation of monthly financial reports for individuals, operating entities, trusts, and foundations
- Preparation of monthly work paper folders
- Communication with external clients and related third parties on a regular basis
- Liaise with Tax, Client Advisory, and other Chilton departments as appropriate
- Ad hoc projects as needed
- Bachelor’s Degree from a 4 year university or college, with course of study specific to accounting, business, economics, and/or finance
- 2-5 years of experience in an accounting and/or finance position or internship
- Strong skill set in Microsoft Office (Word, Excel, Outlook and PowerPoint)
- Experience with Quickbooks a plus
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