Family Office Accounting & Tax Associate
S
SynergyFamily office accounting
The role may be performed remotely within the United StatesPart-TimeMiddle
Salary25 - 35 USD per year
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Job Details
- Experience
- Minimum 2 years of hands-on QuickBooks bookkeeping/accounting experience
- Required Skills
- Microsoft ExcelBookkeeping
Requirements
- Have a minimum of 2 years of hands-on QuickBooks bookkeeping/accounting experience.
- Have experience with reconciliations, transaction categorization, general ledger review, and maintaining financial records.
- Have experience working with individuals and/or small-to-middle-market businesses with meaningful financial activity.
- Understand basic accounting principles and financial statements.
- Be proficient in Microsoft Excel.
- Be able to investigate and resolve financial questions before escalating or requesting information from clients.
- Demonstrate strong organization and the ability to independently drive work to completion.
- Communicate professionally with clients and explain accounting questions clearly.
- Be available approximately 15–25 hours per week, including during normal business hours.
- Preferred: experience with tax preparation, tax accounting, or private-client tax matters.
- Preferred: CPA or Enrolled Agent credential, or progress toward one.
Responsibilities
- Perform ongoing bookkeeping and account reconciliations using QuickBooks Online.
- Review and categorize transactions, investigate unusual activity, and identify missing or misclassified ledger entries.
- Prepare proposed journal entries, accounting adjustments, supporting schedules, and preliminary financial reports for senior review.
- Collect, organize, and deliver documentation for tax preparation and planning, including K-1s and investment statements.
- Work with tax professionals to resolve outstanding information requests.
- Maintain information for client balance sheets, net-worth statements, and other family-office reporting.
- Track financial information across businesses, real estate, private investments, and personal assets and liabilities.
- Maintain accurate accounting and tax records in Canopy and other firm systems.
- Communicate with clients to request documentation, clarify transactions, and resolve accounting questions.
- Coordinate with Client Services, senior accounting professionals, and tax professionals to keep deliverables moving.
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