Signature Family Wealth Advisors, a wholly owned subsidiary of Brown Advisory, is seeking a Client Accountant in the Norfolk, VA office. Signature Family Wealth Advisors is a multi-family office serving approximately 180 families and managing in excess of $4 billion. The firm has offices in Charlottesville, Norfolk, and Richmond.
The vast majority of our clients are entrepreneurs whose wealth has been created by them and realized through either a partial or full sale of a business. Signature's mission--empowering our clients to achieve what's most important in their life--leads to tremendous job satisfaction and outstanding client retention. Signature was named as one of the Best Places to Work in Virginia for 2014, 2015, 2016, 2017 and 2018 by Virginia Business.
The Client Accountant will be responsible for working with Relationship Managers and Client Service Associates regarding the accounting needs and complexities of high net worth clients. Required Proficiencies: 5+ years Bookkeeping Experience (Accounting knowledge) Quick Books Enterprise Microsoft Excel Accuracy and Attention to Detail Multi-tasking / Prioritizing Tasks Experience in individual tax The primary duties and responsibilities include but are not limited to: The Client Accountant will be responsible for working with Relationship Managers and Client Service Associates regarding the accounting needs and complexities of high net worth clients. Interact with Family Office Controller and other members of the Finance, Accounting & Administration team.
Will be the second line of communication with Relationship Managers. Write checks for all expenses: bills, payroll, investments, and gifts. Maintain sufficient balance in accounts at all times to cover checks written and other miscellaneous withdrawals.
Check bills for accuracy and contact vendors if necessary. Oversee the reconciliation of checking accounts by the Finance and Accounting Administrator. Record account receivables and record deposits in various bank accounts.
Maintain general ledger accounts and prepare monthly financial statements and special reports based on client needs. Assist members of the FAA team and serve as backup Research and complete special projects as they arise - be able to think creatively and strategically. Develop and carry out solutions on the client's behalf when problems/projects arise Maintain complete records and prepare checks for client's foundations, trusts, partnerships, and LLC's.
Reconcile accounts on a monthly basis. Work with Client Services Associate when necessary. Prepare checks for charitable contributions for individuals and foundations as directed.
Organize income tax return information for individuals, trusts, partnerships and foundations. Prepare detailed year-end tax information for third party accountants. Contact Investment Advisors as necessary.
Understand and document taxable events Work with CPAs to answer questions and serve as point of contact between CPAs and clients. Assist with timely filing of all tax returns and tax payments on the client's behalf. Maintain strict confidentiality regarding client's financial information at all times.
Participate in meetings with clients as requested by Relationship Managers. Assist Front Desk when needed. For the employees of clients: Prepare payroll.
Calculate and prepare deposits for payroll taxes. Prepare quarterly tax reports. Prepare annual W-2s, W-3s and VA-6s.
Maintain employee payroll files, answer questions regarding employment issues, verification of employment etc. Research health insurance options as needed. Benefits Competitive pay and with an equity ownership structure All the benefits: medical, dental, vision, life insurance and more!
Inclusive culture with a focus on transparency Dress for your Day dress code-bring your whole self to work Wellness program incentive Paid maternity and paternity leave 401(k) (50% employer match up to IRS limit, 4 year vesting) Errand-Running and Virtual Concierge Services Brown Advisory is an Equal Employment Opportunity Employer