Job Description Help for Job Description. Opens a new window. Description Robert Half Finance & Accounting is working with a local family office client to hire a Senior Accountant/Administrator to their team. In this role, the Senior Accountant will support daily financial operations and reporting for the family as well as handle administrative/office management type duties as needed. This role is ideal for a detail-oriented individual who is self-motivated & responsible and possesses relevant family office/CPA firm industry experience. In office collaboration is required Mon-Fri with some workday flexibility to be hybrid after training.

Responsibilities:

• Oversee accounting activities for various investment projects, ensuring transactions are recorded accurately and align with reporting requirements.
• Process invoices for payment, reconcile banking activity, manage insurances & licenses, wire money/ACH for various bills.
• Prepare and review financial statements, account reconciliations, and supporting schedules to maintain the integrity of monthly and periodic close processes.
• Use QuickBooks to manage general ledger activity, monitor account balances, and support accurate financial reporting.
• Analyze financial data to identify trends, variances, and areas that require follow-up or operational insight.
• Partner with internal stakeholders to gather documentation, resolve discrepancies, and support business decision-making with timely information.
• Maintain organized records and correspondence through tools such as Microsoft Outlook and Google Docs to support efficient communication and documentation.
• Assist with Administrative tasks such as opening/closing bank accounts, reviewing mail correspondence, maintaining logins and passwords, etc. Requirements
• 5+ years of relevant family office accounting experience or full-cycle bookkeeping in a professional environment.
• Hands-on experience with QuickBooks and strong familiarity of financial report preparation.
• Proficiency with Microsoft Outlook and Google Docs for communication, documentation, and collaboration.
• Strong business analysis skills with a high level of discretion & commitment to confidentiality.
• Demonstrated ability to manage multiple priorities, meet deadlines, and support special projects in an independent working environment.
• High attention to detail, sound judgment, and a commitment to accuracy in all accounting work.

For immediate consideration, apply directly or email your resume to the attention of Megan Peterson! Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity

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