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Senior Accountant

Overview 

 

RS&F is seeking an experienced and highly motivated Senior Accountant to support our team of professionals in delivering exceptional administrative, financial, and operational support to family offices and ultra‐high net worth clients. The Senior Accountant will be responsible for partnering with and supporting a team of professionals in areas such as accounting, tax planning, bookkeeping, financial analysis, and reporting. 


Responsibilities
  • Manage and oversee the delivery of seamless and high‐quality back‐office support services to the family members of family office and ultra‐high net worth clients. 
  • Manage RS&F’s legacy CAAS clients with the same functions noted in this job description. 
  • Ensuretheaccuracyandcompletenessofinformationdeliveredtoclients,includingcompilingfinancial reports and analyses (as required). 
  • Manage relationships with external service providers such as attorneys, bank managers, and investment managers and make recommendations for their services as necessary. 
  • Assist with the development and maintenance of standard operating procedures, policies, and guidelines for efficient back‐office services, including effective quality control. 
  • Analyze and evaluate complex financial information to present financial reports and develop financial projections. 
  • Facilitate the implementation of new accounting software, report generation tools, or other technology for the provision of efficient back‐office support. 
  • Lead special projects for the provision of new and expanded services to family office and ultra‐high net worth clients, such as aircraft compliance, cybersecurity, family governance, and opportunity zones. 


Requirements
  • Bachelor's degree in accounting, finance, or a related field; a Master's degree inbusiness administration or finance is aplus. 
  • Minimum of 3 years of experience working in a family office, a private company, or public accounting focused on bookkeeping, compilation of financial statements with supporting schedules, and recording necessary adjusting journal entries. 
  • Strong analytical skills, accuracy, and attention to detail. 
  • Extensive knowledge of accounting software and financial reporting. 
  • Ability to think strategically and develop policies and procedures to enhance efficiency. 
  • Excellent communication skills, including the ability to communicate complex financial information in a clear and concise manner. 
  • Professional certification as a CPA, CFA, or other relevant subject area is a plus. 
  • Strong problem‐solving skills and the ability to work independently in a fast‐paced and changing environment. 
  • Experience with Quickbooks online.


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We are on a journey with our team, clients, and community as trusted partners, helping them thrive, supporting their success, and making sustainable impact. Together, we care, we grow, and we achieve!

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Full-time, on-site
DATE POSTED
June 17, 2024

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