Senior Payroll Tax Admin
Datavant
C++
Bookkeeper – High Net Worth Accounting Associate
breakwater accounting + advisory corp
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $44,000 - $50,000 per year
Job Level
JuniorMid-Level
About the role
- Record & classify financial account activity
- Key team member on reconciliations, reporting, AP, AR, and payroll processing duties
- Ensure proper documentation and notes are submitted into accounting systems and client records
- Assist in onboarding new clients from other service providers and systems
- Help clients daily through direct communication with their family members, vendors and advisors
- Grow expertise in new accounting platforms and softwares
Requirements
- At least 1 year of accounting and/or bookkeeping for either/both small businesses and High Net Worth families
- Familiarity with Trusts and Estates and various types of entities
- Within the last 5 years used QuickBooks Online (QBO)
- Experience working with multiple sets of books at one time
- Excited to learn new technology and resourceful in coming up with solutions
- Organized and detail oriented
Benefits
- A supportive, friendly, fun culture that truly values work/life balance
- FIVE weeks of PTO on top of company-observed holidays
- Health, vision, and dental benefits
- 401K company match
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
accountingbookkeepingreconciliationsreportingaccounts payableaccounts receivablepayroll processingQuickBooks Online
Soft skills
communicationorganizationdetail orientedresourcefulnessteam collaboration
