Family Office Accountant

Family Office Accountant – Kingsley Business Service, Inc

Kingsley Business Service, Inc (KBS) is an Administrative Multi-Family Office for ultra high net worth individuals who seek high quality management of their financial lives. KBS is looking for a Family Office Accountant who is looking to make Family Office Accounting a long term career. This position is ideal for someone that has previous experience in public accounting and tax preparation and is looking to do something new.

In addition to the tasks listed below, it is expected that this position will take on more senior accounting functions and oversee reporting created for clients. The position also has the potential to evolve into a managerial role overseeing internal staff. It is imperative that the candidate work a full time schedule and travel to the Millis, MA office a minimum of two days a week.

• Maintain Quickbooks files on client partnerships and corporations. Includes all data entry and monthly report creation.
• Month end duties including preparing and posting journal entries
• Review general ledger accounts and post any corrections/discrepancies
• Prepare monthly financial reports and related schedules and review for accuracy
• Research discrepancies and correct any issues found in a timely manner
• Account reconciliations and intercompany reconciliations
• Ad Hoc Reporting utilizing Quickbooks, Microsoft Excel and PowerBI
• Direct interaction with clients on all family office needs
• Work within a team environment to ensure all client needs are addressed

• Associates or Bachelor's degree in Accounting, Finance, or Business preferred
• 5+ years in General Accounting, financial reporting and analysis preferred
• Knowledge and prior experience in tax preparation a plus
• Excellent communication and customer service skills
• Must have a strong understanding of bank reconciliation
• Must be detail oriented with strong organizational skills
• Ability to work independently and on a team
• Strong analytical skills with the ability to interpret complex financial data accurately.
• Excellent proficiency in Microsoft Excel for financial analysis, budgeting, forecasting, and account analysis.
• Experience and/or strong interest in Family Office Accounting