Senior Staff Accountant

ESSENTIAL DUTIES & RESPONSIBILITIES Embody the company's core values and serve as a role model in all interactions with clients and colleagues across the organization. Provide comprehensive Family Office services to the firms ultra-high-net-worth clients. Client Service & Daily Operations Develop and maintain a deep understanding of clients overall financial profiles, including trusts and related entities Monitor and manage cash flow activity, payroll, tax payments, and insurance policies Maintain accurate, well-organized documentation of all transactions within the established filing system Oversee bill pay processes and investment tracking Support special accounting and financial statement projects as needed Reporting & Financial Analysis Prepare and maintain personal financial statements in QuickBooks Assist with financial statement consolidations Develop customized financial reports, including cash flow projections and other ad hoc analyses Tax, Trust & Estate Support Gather, organize, and prepare documentation for tax reporting and compliance Ensure all executed legal and financial documents are properly stored, maintained, and accessible Internal Support & Collaboration Assist with internal accounting, HR functions, and tax-related projects as needed Contribute to alignment with the companys Vision/Traction Organizer (V/TO) Actively seek feedback and implement improvements to enhance team effectiveness Perform other duties as assigned