Manager - Accountant

Posted on Jan 14, 2021 by STONE CONSULTING GROUP

Boston, MA
Accountancy
Immediate Start
Annual Salary
Full-Time

COMPANY OVERVIEW - [

JDJ Family Office Services is an administrative multi-family office created in 2001 to provider personal accounting services to ultra-high net worth individuals and families. JDJ simplifies the lives of our clients by managing these responsibilities for them, offering a variety of high-end, confidential, customized, customer-focused services performed by professionals who have an expertise in accounting, finance and administration.

Our services include personal accounting and net worth reporting; budgeting and cash flow planning; bill paying and expense reporting; tax planning coordination; investment and balance sheet administration; trust and estate administration; and lifestyle management.

JOB DESCRIPTION

We are currently seeking a qualified individual for the position of Manager to provide the following services:

* Manage and lead internal client teams on multiple relationships to deliver services and complete special projects for assigned clients.
* Provide accounting, tax coordination and planning, estate planning and implementation, financial management and business consulting services to multiple JDJ clients.
* Direct day-to-day accounting operations such as budgeting and cash flow management, as well as the full financial reporting process.
* Prepare Personal Financial Statements and other client deliverables.
* Oversee the accounts payable and payroll administration process for multiple clients from a fiduciary standpoint.
* Coordinate tax preparation and planning services with clients tax accountants.
* Communicate proactively with advisors such as attorneys, tax accountants, wealth managers, and insurance brokers on behalf of shared clients.
* Manage profitability of client relationships (including reviewing hours charged to client, preparing client invoices, and reviewing current fees and recommending future fee structure).
* Understand and adhere to established client management best practices.
* Prepare an annual client service plan and manage execution of same.
* Complete special client projects of a complex nature.
* Supervise and mentor 3-4 staff members.
* Attend networking and marketing events as a representative of the company.

JOB REQUIREMENTS & QUALIFICATIONS

Due to the nature of the services performed and the clients served, in order to be considered for the position, the candidate must:

* Possess a BS/BA degree in Accounting or Finance.
* Minimum 7 years of experience in accounting and/or financial services.
* Have the ability to prepare and analyze financial statements.
* Have an understanding of Personal Financial Planning.
* Understand investment statements, able to review and provide insight into private investment documents.
* Have a familiarity with the preparation of personal tax returns.
* Understand the basics of Estate Planning.
* Have direct client interaction experience.
* Strong attention to detail and the ability to multi-task, prioritize and delegate.
* Be a problem solver and a creative thinker.
* Able to independently handle special projects.
* Sets an example by striving for excellence in self, actively promotes excellence in others.
* Management and/or supervisory experience.
* Proficient with QuickBooks and Quicken or similar accounting software.
* Proficient with all Microsoft Office products, particularly Excel.
* Possess strong oral and written communication skills.
* Adhere to the highest confidentiality and fiduciary standards.
* Have a desire to participate in and contribute to the growth of a small private company.

In addition to the above requirements the following, are preferred:

* Advanced designation such as CFP or CPA
* Public accounting or administrative family office experience
* Personal Financial Planning experience

Requirements

Due to the nature of the services performed and the clients served, in order to be considered for the position, the candidate must:

* Possess a BS/BA degree in Accounting or Finance.
* Minimum 7 years of experience in accounting and/or financial services.
* Have the ability to prepare and analyze financial statements.
* Have an understanding of Personal Financial Planning.
* Understand investment statements, able to review and provide insight into private investment documents.
* Have a familiarity with the preparation of personal tax returns.
* Understand the basics of Estate Planning.
* Have direct client interaction experience.
* Strong attention to detail and the ability to multi-task, prioritize and delegate.
* Be a problem solver and a creative thinker.
* Able to independently handle special projects.
* Sets an example by striving for excellence in self, actively promotes excellence in others.
* Management and/or supervisory experience.
* Proficient with QuickBooks and Quicken or similar accounting software.
* Proficient with all Microsoft Office products, particularly Excel.
* Possess strong oral and written communication skills.
* Adhere to the highest confidentiality and fiduciary standards.
* Have a desire to participate in and contribute to the growth of a small private company.

In addition to the above requirements the following, are preferred:

* Advanced designation such as CFP or CPA
* Public accounting or administrative family office experience
* Personal Financial Planning experience

Benefits

Outstanding Industry Competitive Salary & Benefits


Reference: 31623280

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