General information

Name
Outsourced Accounting Services- Family Office Accounting - Associate
Posting Title
Outsourced Family Office Accounting Services Associate
Ref #
2232983
Date Published
Tuesday, July 9, 2024
City
Austin
State
Texas
Country
United States
Job Category
Accounting Services
Office
Austin TX (Forvis)
Advertised Location
US-TX-Austin
Working time
Full Time

Description & Requirements

As a Family Office Associate in our Outsourced Family Office Accounting Services group, you will be a valued member of our team and will build relationships with our outsourcing clients. This position will offer you an excellent opportunity for career advancement in our growing firm. 

To be successful as a Family Office Outsourcing Associate, you should enjoy problem solving, be a self-starter that embraces technology, possess strong attention to detail, enjoy interacting with a variety of clients and have a willingness to learn new things.

The Outsourced Family Office Accounting Services team utilizes cloud-based accounting platforms and software applications to provide recurring accounting and proactive advice to our clients.



How you will contribute:

Dedicate time to client service while coordinating work for our clients in the following areas:

  • Assist family office clients and independent households with accounting outsourcing and transaction processing
  • Help build and manage client relationships
  • Assistance with virtual or onsite outsourced accounting, including
    • General ledger maintenance
    • Accounts payable processing
    • Preparation of account reconciliations
    • Depreciation schedule preparation
  • Engage in frequent communication with clients
  • Prepare financial statements and client specific dashboard reports
  • Providing accounting software assistance to clients and internal personnel
  • Assisting with the training of clients, and other personnel


We are looking for people who have Forward Vision and:
  • Commitment to providing unmatched client service
  • Excellent verbal and written communication skills
  • Strong initiative and problem-solving skills
  • Proficiency in Microsoft Office Suite
  • Willingness to learn new software and other technologies
  • Precise attention to detail
  • Ability to travel as needed 
  • Strong collaborator


Minimum Qualifications:
  • Associates degree or higher in accounting, finance, or other business-related field or a minimum of 2 years of experience in accounts receivable, accounts payable, general ledger or staff accounting


Preferred Qualifications
  • Accounting and/or consulting experience within the family office industry
  • Prior experience with Bill.com or similar accounts payable processing platform
  • Experience working with QuickBooks, QuickBooks Online, Sage Intacct, or similar general ledger software package
  • Experience with payroll processing platforms

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