Job Title: Accounting Associate
Department: Family Office
Supervisor: Vice President
FLSA Status: Exempt
Seasonal/Temp: Full Time
Working Hours: 40 hours
Office Schedule: Hybrid. 3-4 days in Office
SUMMARY
The Family Office consists of multiple LLCs, Trusts, Limited Partnerships, Corporations, Charitable organizations, and estates. The accounting Associate performs various accounting and administrative functions for all these entities. This position requires strong attention to detail and the ability to multi-task and manage multiple projects.
ESSENTIAL FUNCTIONS
Accounting Support
· General ledger experience
· Multiple bank account reconciliations
· Analyzing and recording investment account activity
· Accounts payable
· Processing credit cards and spending tracking
· Perform AP processes and internal controls
· Special projects/reporting
· Financial reporting support
· Capital improvement tracking of properties
· Manage annual report filings
· Electronic document retention and organization
· Tracking and recording of K-1s
· Annual 1099 processing
· Office/administrative support as needed
· Ad-hoc assignments
COMPETENCIES and SKILLS
· QuickBooks experience a must
· Works well independently
· Good time management skills
· Ability to work collaboratively with colleagues
· Ability to work independently and effectively in a changing, fast-paced environment
· Computer Literate with the ability to quickly learn new software programs
· Excellent computer skills - MS Office Suite
· Ability to prioritize projects, assimilate information with accuracy and consistent attention to detail, meet schedules and deadlines.
· Effective written and oral communication skills and organizational and interpersonal skills working within a team environment
· Discretion and confidentiality are a must
· Previous estate and trust experience a plus
Education, Experience, and Position Requirements
· Bachelor’s Degree
· Proficiency in Microsoft Office Suite required
· Experience with QuickBooks required
· Experience in a corporate office preferred
Language Skills
Must be proficient in English to conduct work as assigned.
Supervisory Experience
· None
Working Conditions/Physical Demands
Physical demands include dexterity for office machine/supply operation including, but not limited to, computer, telephone, electronic calculator, copy machine, facsimile and printers. Stooping, bending, and reaching for files or supplies and sitting or standing for extended periods of time are common.
The above statements are intended to describe the general nature and level of work being performed by people assigned to do this job. The above is not intended to be an exhaustive list of all responsibilities and duties required.
EQUAL EMPLOYMENT OPPORTUNITY
Beacon Capital Partners is an equal opportunity employer. It is the policy of Beacon to prohibit discrimination and harassment of any type and to afford equal employment opportunities to employees and applicants, without regard to race, creed, color, religion, national origin, sex (including sexual orientation, gender identity or expression), and pregnancy, age, physical or mental disability, genetic information, or veteran status. Beacon will conform to the spirit as well as the letter of all applicable laws and regulations. Beacon will act to employ, advance in employment, and treat qualified Vietnam era veterans and disabled veterans without discrimination in all employment practices.
ACCOMODATION
External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.
Job Type: Full-time
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Physical setting:
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Accounting Ledger: 2 years (Required)
Ability to Commute:
- Boston, MA 02109 (Required)
Work Location: Hybrid remote in Boston, MA 02109