Office Staff Accountant

About The Job

Overview:

What you will be doing:

• The Staff Accountant will support the family office and assist with a variety of bookkeeping, accounting, bill payment, and tax functions for three to four family households.
• Confidentiality, organizational skills, and accuracy are required qualifications for this candidate.
• Strong bookkeeping and Excel skills are required, and must be proficient with accounting software, preferably Sage Intacct.
• This person must have excellent communication and organizational skills with the ability to handle multiple tasks assigned.
• This individual will reflect the attitudes, policies, procedures, and values of the company.

What We’ll Expect From You:

• Bookkeeping, balancing, and maintaining ledgers for multiple entities and households.
• Prepare and input recurring journal entries.
• Reconcile, track, and categorize bank and credit card activity for multiple entities and households.
• Manage bill payments for family entities and individuals.
• Analyze invoice data and process allocations to multiple household categories based on specified criteria.
• Coordinate with vendors to establish invoice data and format requirements.

Qualifications/Competencies:

• Proficient with Sage Intacct or comparable accounting software
• A minimum of 2 years of prior experience in bookkeeping bank and credit card accounts/activity is required, prior family office experience is a plus
• Strong understanding of accounting principles
• Experience with Microsoft Excel
• Excellent organizational skills and attention to detail
• Strong written and verbal communication skills
• Ability to prioritize and manage time to meet deadlines
• Experience with Expensify is a plus