The Private Client & Family Office Services (PCS-FOS) Senior Associate is responsible for performing and overseeing the full cycle general accounting function for small to mid-size organizations, utilizing research skills, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, In this role, the Private Client & Family Office Services Senior Associate may be charged with supervising and reviewing the work of Private Client & Family Office Services Associates.
Qualifications Education:
– One of the following is required:
– Bachelor’s degree, focus in Accounting or Finance, preferred AND three (3) or more years of experience performing general accounting transactions and functions, required; OR
– Four (4) or more years performing general accounting transactions and functions with some consultative or business advisory experience without a degree, required Experience:
– Consultative or business advisory experience, preferred
– Prior basic supervisory experience, preferred License/Certifications:
– Currently enrolled in CPA certification exam, preferred
– CPA certification, preferred Software:
– Proficient in the use of the Microsoft Office Suite, specifically Excel and Word, required
– Experience utilizing industry standard accounting software, required
– Experience utilizing BSO (BDODrive) platform software such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and Bill.com, CaseWare, BNA Depreciation Software, preferred
– SEI Archway and Qvinchi, preferred Other Knowledge, Skills & Abilities:
– Excellent verbal and written communication skills
– Understands GAAP and Tax and can apply it to basic financial statements
– Strong analytical and basic research skills
– Solid organizational skills especially the ability to meet project deadlines with a focus on details
– Ability to successfully multi-task while working independently or within a group environment
– Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
– Ability to interact effectively with people at all organizational levels of the firm
– Knows how finance and accounting functions, technology for supporting these functions, and tax planning can differ by industry and business structure; knows what is required from a compliance perspective and what is considered a standard or best practice for the industry or business structure
– Understands and explains tax planning considerations/concepts for various business entities; comprehends the information presented on different tax return forms
– Recognizes opportunities for innovation, including: improvements for handling day-to-day matters and developing an understanding of process improvements
– Listens for and communicates client problems and challenges to management that may be opportunities to grow the business and relationships with clients.
Educated in technology packages clients are using to support their accounting/finance functions; learns new technology quickly
– Capability to effectively guide a team of professionals and delegating work assignments as needed
– Ability to travel up to 20% of the time