Forvis Mazars, LLP
Outsourced Family Office Accounting Services Associate
Forvis Mazars, LLP, Austin, Texas, us, 78716
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 processingHelp build and manage client relationshipsAssistance with virtual or onsite outsourced accounting, includingGeneral ledger maintenanceAccounts payable processingPreparation of account reconciliationsDepreciation schedule preparationEngage in frequent communication with clientsPrepare financial statements and client specific dashboard reportsProviding accounting software assistance to clients and internal personnelAssisting with the training of clients, and other personnel
We are looking for people who have Forward Vision and:
Commitment to providing unmatched client serviceExcellent verbal and written communication skillsStrong initiative and problem-solving skillsProficiency in Microsoft Office SuiteWillingness to learn new software and other technologiesPrecise attention to detailAbility to travel as neededStrong 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 industryPrior experience with Bill.com or similar accounts payable processing platformExperience working with QuickBooks, QuickBooks Online, Sage Intacct, or similar general ledger software packageExperience with payroll processing platforms
#LI-AUS
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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 processingHelp build and manage client relationshipsAssistance with virtual or onsite outsourced accounting, includingGeneral ledger maintenanceAccounts payable processingPreparation of account reconciliationsDepreciation schedule preparationEngage in frequent communication with clientsPrepare financial statements and client specific dashboard reportsProviding accounting software assistance to clients and internal personnelAssisting with the training of clients, and other personnel
We are looking for people who have Forward Vision and:
Commitment to providing unmatched client serviceExcellent verbal and written communication skillsStrong initiative and problem-solving skillsProficiency in Microsoft Office SuiteWillingness to learn new software and other technologiesPrecise attention to detailAbility to travel as neededStrong 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 industryPrior experience with Bill.com or similar accounts payable processing platformExperience working with QuickBooks, QuickBooks Online, Sage Intacct, or similar general ledger software packageExperience with payroll processing platforms
#LI-AUS
#LI-AB1