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Senior Accountant, Family Offices

Daszkal Bolton LLP
Jupiter, FL
  • Expired: May 16, 2022. Applications are no longer accepted.

Job Description Our Jupiter Family Office is seeking a Senior Accountant for our fast-growing practice. The role requires a high-energy, experienced professional with great interpersonal skills, flexibility, and exceptional organizational skills. Prior family office or public accounting experience, along with your CPA license is strongly preferred.

ESSENTIAL FUNCTIONS of the job include, but are not limited to, the following: ·Accountable for full accounting cycle, i.e., proper posting of all financial transactions to general ledger, general ledger maintenance, generation/posting of all journal entries, monthly close, and preparation of financial reports ·Oversee the accounting functions for families that includes accounts payable, ensuring accurate legitimate invoices and payments are processed in a timely manner ·Gather and examine the financial information to prepare entries to accounts, such as general ledger accounts, and documenting business transactions ·Prepare periodic account reconciliations including bank and personal investment accounts ·Monitor quality, verify information, and check accuracy of own work ·Demonstrates a high level of technical proficiency ·Prepare monthly/quarterly financial packages for clients with related workpapers ·Assist with the preparation/review of financial statements, tax return, and portfolio reports ·Staying up to date with current technical developments and pending issues crucial to the client and firm ·Carry out special projects and other duties as assigned Skills and qualifications: ·Accounting and bookkeeping ·Analytical skills ·Reporting skills ·Attention to detail ·Confidentiality ·Accuracy ·Ability to work independently Technical Skills: ·Advanced skills in Excel ·QuickBooks Company Description At Daszkal Bolton, we stand with our clients to deliver thoughtful solutions. We think creatively and make your goals our priority because you deserve more than accounting. You deserve relationships you can trust.

With Daszkal Bolton by your side, you have the added strength to conquer new ground.

Daszkal Bolton LLP


Jupiter, FL
33478 USA


Finance and Insurance

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