Senior Staff Accountant Family Office Selby Jennings

Day to Day: Develop a deep understanding of the clients' financial picture, which often includes trusts and other related entities Monitor cash flow activity, payroll, tax payments, and insurance policies Maintain organized and accurate supporting documentation of all transactions within a defined filing system Comprehensive bill pay and investment tracking Assisting with special accounting and financial statement projects as necessary Reporting: Create and maintain personal financial statements in QuickBooks Perform Financial Statement Consolidations Various one-off projects for clients such as cash flow projections or other customized reports Tax, Trust & Estate Planning: Assemble and organize information for tax preparation Ensuring all executed documents are retained and filed in an organized manner Senior Staff Accountant Qualifications: Bachelor's degree required in Finance or Accounting 1-2+ Years of Accounting or Financial Experience Must have experience at a family office Apply To this Job Company : Jobs via eFinancialCareers Salary : Work from home .