Kingsley Business Service is looking for a Family Office Accountant who is looking to make Family Office Accounting a long term career. 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 be within travelling distance to the Millis, MA office.

The Family Office Accountant will:

• Maintain Quickbooks files on client partnerships and corporations. Includes all data entry and monthly report creation including but not limited to:
• 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
• Month end close
• Knowledge and prior experience in tax preparation a plus
• Participate in family office accounting for high net worth clients. Duties include but are not limited to:
• Weekly check runs
• Statement reconciliations
• Management of data aggregation processes and ensuring that all steps happen accurately each month
• Posting entries into proprietary access database
• Preparation of monthly and quarterly client reports and review for accuracy
• Creation of complex reporting spreadsheets with little to no direction
• Understanding of complex accounting principles and ability to oversee the books for various types of small businesses.

The ideal candidate has at least five years of experience with Quickbooks and advanced Excel skills.  A bachelors degree in accounting as well as a master's degree is preferred.