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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in accounting and financial management, including general ledger, accounts payable, and accounts receivable, while effectively managing client relationships and delivering high-quality service. Proficient in QuickBooks and experienced in handling complex client structures and financial reporting.
Highest-signal resume keywords
Bachelor’s Degree In AccountingMinimum 3 Years Accounting ExperienceProficiency With QuickBooksClient Relationship ManagementExperience With Investment Accounting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
General LedgerAccounts PayableAccounts ReceivableFinancial ReportingCash ManagementTax FilingsPayroll ProcessingFinancial Statement AnalysisInvoice ReviewCash Flow Analysis
Soft Skills
Strong Organizational SkillsProactive CommunicationMentorshipTeam Development
Tools & Technologies
QuickBooksSage Intacct
Industry Keywords
Family OfficeHigh-Net-Worth AccountingProfessional ServicesInvestment AccountingTrust StructuresEstate Structures
About the role
Key responsibilities & impact- Serve as a primary point of contact for assigned clients, ensuring proactive communication and high-quality service delivery
- Oversee cash management activities, including monitoring balances, processing transfers, and approving wire transactions
- Review and approve client invoices and oversee timely bill payment processes
- Prepare, review, and analyze financial statements and general ledger activity for accuracy and completeness
- Review cash flow statements, accounts receivable, and tax-related filings, including 1099s, payroll taxes, and applicable state and local forms
- Coordinate with third-party payroll providers and review payroll tax returns and related filings
- Support client insurance, credit, and vendor matters in collaboration with the team lead
- Prepare and review supporting documentation for tax examinations, credit applications, and other complex client needs
- Review the work of Account Manager IIs and contribute to training, mentorship, and team development initiatives
- Lead or participate in client meetings, cross-functional initiatives, and special projects
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
- Minimum of 3 years of progressive accounting experience, including general ledger, accounts payable, accounts receivable, payroll, and financial reporting
- Demonstrated experience managing accounting for multiple clients, entities, or complex structures
- Proficiency with QuickBooks and experience working across multiple accounting systems
- Proven ability to manage client relationships and deliver accounting solutions in a professional services environment
- Strong organizational skills with the ability to manage competing deadlines and priorities
- Preferred: Family office, business management, high-net-worth accounting, or professional services experience
- Preferred: Sage Intacct experience
- Preferred: Experience with investment accounting and reporting, including equities, alternative investments, and capital accounts
- Preferred: Exposure to trust, estate, or other high-net-worth entity structures
- Preferred: Experience collaborating with offshore or global teams
Benefits
Comp & perks- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
- Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules