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Experienced Senior, Family Office Services
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$60,000 - $110,000
Full-time
- Job Summary:The Tax Experienced Senior, Private Client & Family Office Services is responsible for performing and overseeing the full cycle general accounting function for small to mid-size organizations, utilizing research skills, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks.
- In this role, the Tax Experienced Senior, Private Client & Family Office Services may be charged with supervising and reviewing the work of Private Client & Family Office Services Associates.
- Job Duties: Reviews complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger; creates accounting records such as bill payments, client invoices, payroll, and others; identifies and records adjustments; produces accurate financial statements Comprehends common financial statements and prepares draft financial statements for review; understands how line items/accounts function (.
- capital accounts, various forms of liabilities, ; properly distinguishes debits from credits; calculates/interprets KPIs for clients; identifies positive and constructive trends and raises them to BDO management Conducts basic financial statement analysis and understands the finance and accounting functions generally performed by a business (.
- sales, purchasing, A/R, and common best practices/processes for how they operate Prepares financial budgets and forecasts and communicates actual to budget variances Plans basic engagements to include on-boarding and client delivery phases and develops an understanding of engagement economics (.
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