Family Office Accountant - Business Management & Family Office (50488)

ResponsibilitiesRespond to client inquiries & requests. Work closely with Partner/Managing Director/Director to resolve issues. Coordinate with Tax and Royalty Departments as needed. Manage & Mentor Account Manager. Provide supervision and oversight. First level review of Loan Applications Move to Manager or next level available. Review General Ledger & Trial Balance. Finalize monthly client reporting & meeting packages with support from Account Manager. Provide journal entries when necessary. These journals should be provided to the Assistant Account Managers for posting with a CC to Account Managers. Provide guidance to Account Manager on Y/E payroll and planning as needed. Work with for support. Prepare tax return packages with support from Account Manager. Tax Return Preparation as needed including preparation of more complex personal, trust, and corporate tax returns. Preparation of CWA's if applicable or other international reporting. Preparation of budgets, settlement reports, and analysis for further review. This item is specific to touring clients. Initial preparation of basic investment analysis reports. Black Diamond should be utilized. Setting up client books. QualificationsBachelor’s degree in Accounting, Business Administration, or Economics with 0–3 years of BMFO experience, or 5–8 years of BMFO experience in lieu of a degree.Active CPA or EA is a plusStrong technical skills focused on qualityBusiness acuity focused on the firm and our clientsLeadership skills focused on talentEntrepreneurial innovative mindset focused on advancing the firm and the professionInterpersonal skills focused on the teamUnderstanding of tax guidelines including potential tax preparationPrior experience preparing & analyzing financial statements