Senior- Business Management and Family Office

As a diligent professional in the accounting field, you will have the responsibility to supervise and review various financial activities. Your key tasks will include overseeing the preparation of bank reconciliations, depositing and coding receipts, analyzing credit card expenses, and processing medical claims. Additionally, you will be tasked with maintaining general ledgers for client entities ensuring tax return readiness by making year-end adjusting accrual entries. It will be your duty to enter investment activity into the general ledger and keep track of deadlines such as life insurance premiums and real estate taxes. You will also be involved in preparing central withholding agreements for tours, tour accounting budgets, settlement reports, and annual 1099s. Moreover, you will be expected to provide basic investment analysis reports, work on personal, trust, and corporate tax returns, and understand various insurance concepts related to home, vehicles, liability, life, disability, and long-term care. To excel in this role, you should possess excellent verbal and written communication skills and the ability to supervise others effectively while managing your own workload. Strong analytical, organizational, and project management skills are essential, along with the capability to multitask. Proficiency in QuickBooks, Data Faction, Microsoft Excel, and Word is required, as well as keen attention to detail. If you are looking to contribute to a dynamic team and utilize your expertise in accounting and financial management, this position offers you the opportunity to showcase your skills and grow professionally.,