Kingsley Business Service is looking for a Family Office Accountant who is looking to make Family Office Accounting a long term career. In addition to the tasks listed below, it is expected that this position will take on more senior accounting functions and oversee reporting created for clients. The position also has the potential to evolve into a managerial role overseeing internal staff. It is imperative that the candidate work a full time schedule and be within travelling distance to the Millis, MA office.
The Family Office Accountant will:
Maintain Quickbooks files on client partnerships and corporations. Includes all data entry and monthly report creation including but not limited to:
Month end duties including preparing and posting journal entries
Review general ledger accounts and post any corrections/discrepancies
Prepare monthly financial reports and related schedules and review for accuracy
Research discrepancies and correct any issues found in a timely manner
Account reconciliations and intercompany reconciliations
Ad Hoc Reporting
Month end close
Knowledge and prior experience in tax preparation a plus
Participate in family office accounting for high net worth clients. Duties include but are not limited to:
Weekly check runs
Management of data aggregation processes and ensuring that all steps happen accurately each month
Posting entries into proprietary access database
Preparation of monthly and quarterly client reports and review for accuracy
Creation of complex reporting spreadsheets with little to no direction
Understanding of complex accounting principles and ability to oversee the books for various types of small businesses.
The ideal candidate has at least five years of experience with Quickbooks and advanced Excel skills. A bachelors degree in accounting as well as a master's degree is preferred.
Telecommuting is allowed.
About Kingsley Business Service Inc
Founded over fourty years ago, Kingsley Business Service (KBS) provides personalized, confidential family office services to a broad spectrum of individuals and small businesses. Over the years, we have partnered with our clients as they have grown in complexity and size. Kingsley Business Service continues to adapt and expand its family wealth management services to align with the increasingly complex financial picture of our core clients.
Of foremost importance to Kingsley Business Service is the confidence and trust placed in our employees by all of our clients, and is an integral part of who we are. We are truly a family business working to guarantee that your family’s financial needs, large or small, will be fulfilled. To that end, we remain committed to a small business approach, ensuring that the confidential and close private relationships that we build with our clients, both personally and professionally are never compromised.