Business office services - senior accountant

Position:

We are seeking an exceptional individual to serve as a Senior Accountant within Maestro’s Business Office Services (“BOS”) division.  The Senior Accountant is a key member of each of our client teams and is responsible for the day-to-day management/administration of the financial affairs for multiple clients of the firm. The role requires solid bookkeeping/accounting skills, along with strong communication skills needed to interact directly with clients and their other advisors. A successful candidate will have the opportunity to grow into multiple roles within the firm.

The position offers an excellent opportunity for a professional with a diversified background to assume the responsibility of bespoke client service and directly assisting the BOS Partner, BOS Manager, and Client Executives with all aspects of their business.

Responsibilities:

The Senior Accountant will work with the other members of the BOS teams to ensure the following tasks are completed:

• Processing of all client payables (bookkeeping / AP)
• Tracking and maintaining detailed information related to all client assets (cash, investments, business interests, real estate, physical assets, etc.).
• Preparation of client reporting package (monthly/quarterly)
• Daily monitoring of client cash accounts
• Monitoring, reporting and reconciliation of all client credit card activity
• Tracking and managing all tax-related information and distribution to client’s accounting team
• Facilitation of all quarterly / annual tax payments and returns
• Preparation of account paperwork for new banking and investment accounts
• Tracking of all portfolio distributions in internal reporting platform
• Transmission of critical data to clients’ advisors
• Administration of client Foundations and small business entities (partnerships, LLCs, etc.)
• Tracking clients’ international travel in order to notify credit cards of travel status
• Processing payroll for operating entities
• Creation of 1099s for client vendors
• Maintenance and upkeep of internal CRM and data management system

Skills and Experience for Success:

• Experience working with multiple business clients
• Strong general ledger, accounts payable and cash management skills
• Critical and strategic thinker who thrives in a quick pace, ever changing, complex environment
• Experience with financial software including Sage, QuickBooks/QuickBooks Online, reporting tools, and Office 365
• Exceptional communication, writing, and listening skills
• Team player with a high EQ willing to “roll up their sleeves to do what it takes”

Qualifications:

• The ideal candidate for the position must be willing to learn new concepts and ideas.  They must be a hard worker who can anticipate the needs of business clients and be comfortable sharing unique ideas and concepts.
• The ideal experience will include:
  • 3-6 years of private or public accounting within an accounting firm or business
  • A bachelor’s degree in accounting or finance required

Position Reports to: BOS Client Engagement Manager

Compensation:

Maestro offers outstanding compensation packages where you will be rewarded for your experience and recognized for the value you bring to our team of professionals.  Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more.  We offer team rotation opportunities, specialized educational courses and seminars, company events, senior mentor programs and community service events.

This position will report to Maestro’s Stamford, Connecticut or Salt Lake City, Utah location.