Family Office Staff

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities:

• Perform GL reconciliations and generate journal entries independently using discretion and independent judgment
• Prepare client financial reports and analysis, including supporting work papers and schedules
• Analyze client financial trends and recommend action to address issues related to cash flow, capital calls for private/direct investments and other situations
• Day-to-day contact for client communications, project management, problem identification, and resolution across multiple simultaneous client relationships
• Provide support on a variety of projects, recommends or participates in the development of new procedures, and champion positive change
• Respond to inquiries from clients’ outside service team members (CPAs, Attorneys, et al)
• Collaborate with payroll and A/P team members related to client & GL activity, resolving issues or researching questions that arise

Qualifications:

• Bachelor’s Degree or equivalent experience required; Business or Accounting majors preferred
• Minimum of 1 year of related experience
• Excellent customer service skills
• Creative problem-solving, critical thinking, and research skills
• Experience with Bill.com and QuickBooks preferred
• Strong written and verbal communication and interpersonal skills
• Ability to work effectively both as part of a team and independently
• Highly motivated and takes initiative for professional growth and development
• Outstanding organization and project management skills
• Ability to take direction, and exercise sound judgment, tact and diplomacy
• Proficient with Microsoft Office
• Ability to work overtime, as needed