Family Office Senior Accountant

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

• Working with balance sheets, income statements, and statements of cash flows for families. Generally, personal balance sheets or investment partnerships and trusts, as opposed to operating companies.
• Performing the following accounting functions:
  • Journal entries
  • General ledger review
  • Balance sheet reconciliation
  • Monthly/quarterly accrual entries
  • Reading, booking, and understanding an investment statement
  • Calculating and booking equity investments
  • Conducting basic trend analysis of financial statements
• Experience with trusts and personal entity structures.

• Bachelor’s degree in accounting or related field required.
• 3-5 years of bookkeeping/accounting knowledge, including general ledger/chart of account expense coding.
  • Ability to assign proper general ledger code to transactions.
  • Understanding of balance sheet vs. income statement accounts and ability to record activity appropriately.
  • Month end close including balance sheet reconciliation and financial statement preparation.
• Experience with trusts and personal entity structures.
• Ability to work with various software: , Quick Books, Sage Intacct, Microsoft Word, Microsoft Excel, Outlook.
• Proficiency in Microsoft Office Excel, including formulas and tables.
• Clear and professional communication with clients and internal team members.
• Ability to self‑review for quality work product.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition, staff can take advantage of Flexible Time Off and various holidays, a 401(k) plan, flexible benefits, and travel expense reimbursements.

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper and you’ll see what makes us different: we’re a relatively jerk‑free firm (hey, nobody’s perfect) with a world‑class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

Plante Moran is an Equal Opportunity Employer. We are committed to a diverse workplace and recognize that each person’s unique identity matters. We strive for a culture where everyone feels accepted and valued and is given equal opportunities to succeed.

Plante Moran maintains a drug‑free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Applicants must be legally authorized to work in the United States without sponsorship, except for qualified bilingual candidates in Japanese/English or Chinese/English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

Compensation information is based on the location of the role in CO, IL, or MA. The range for this role in those states is $74,500.00–$.