Senior Accountant / Investment Services / Hybrid
Creative Financial Staffing, Minneapolis, MN, United States
Job Title: Senior Accountant
Job Type: Full-Time
About the Client: Our client is a highly respectied family office dedicated to managing the financial affairs of their family members with utmost care and precision. The team values integrity, discretion, and a personal touch in all services.
Job Description: Our client is seeking a highly skilled and experienced Senior Accountant to join their team. The ideal candidate will have a strong background in trust accounting, financial statement preparation, and reviewing tax returns for individuals and trusts. This role requires exceptional attention to detail, excellent communication skills, and a deep understanding of accounting principles and tax regulations.
Key Responsibilities:
- Manage trust accounting, ensuring accurate and timely reporting.
- Prepare comprehensive financial statements for family members.
- Review and analyze tax returns for individuals and trusts, ensuring compliance with current tax laws.
- Collaborate with external auditors and tax advisors as needed.
- Provide financial insights and recommendations to support family members' financial goals.
- Maintain and update accounting records and ledgers.
- Assist in the development and implementation of accounting policies and procedures.
- Ensure compliance with all relevant financial regulations and standards.
- Support family members with ad-hoc financial queries and requests.
Qualifications:
- Bachelor's degree in Accounting, Finance, or related field; CPA certification preferred.
- Minimum of 5 years of experience in accounting, with a focus on trust accounting and tax return preparation.
- Strong knowledge of accounting principles, financial statement preparation, and tax regulations.
- Proficiency in accounting software and Microsoft Office Suite.
- Excellent analytical, problem-solving, and organizational skills.
- Exceptional attention to detail and accuracy.
- Strong communication and interpersonal skills.
- Ability to work independently and manage multiple tasks effectively.
- High level of integrity and discretion in handling confidential information.
What Our Client Offers:
- Competitive salary and benefits package.
- Flexible working hours and the opportunity for a hybrid work-model.
- A supportive and collaborative work environment.
- Opportunities for professional development and growth.
$100,000 to $120,000