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 firm’s 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 company’s Vision/Traction Organizer (V/TO™)
• Actively seek feedback and implement improvements to enhance team effectiveness
• Perform other duties as assigned