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Title

Family Office Services Junior Analyst 

About the Organization We strive to be known as the top of our class in our chosen service lines and specialties in all markets we serve, providing the highest quality accounting and consulting services to our clients.  
Category Consulting  
Created By Jonathan Gilbert  
Description

Family Office Services Junior Analysts or staff level accountants are supervised by analysts, senior analysts and partners. Initially, they are given less complex assignments. As they gain experience, they are given more difficult assignments and greater responsibilities.

Family Office Services Junior Analysts Responsibilities & Objectives:

  • Initiating approved client bill/vendor payments

  • Responding to client and vendor inquiries

  • Securing and organizing client financial and personal records

  • Preparing and recording journal entries as needed

  • Performing report reconciliations and assisting with monthly financial reporting

  • Assisting with estate and gift tax filing and calculations

  • Preparing and analyzing client cash flows, asset valuations, financial and liquidity analysis

 
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Exempt/Non-Exempt Exempt  
Full-Time/Part-Time Full-Time  
Hiring Manager(s) Jonathan Gilbert  
Location Dallas  
Position Family Office Services Junior Analyst  
Position Requirements

Family Office Services Junior Analyst Qualifications:

  • A Bachelor or Master’s accounting or finance degree with a minimum 3.0 GPA

  • Proficient in Microsoft Office applications, particularly Excel

  • Some experience with QuickBooks

  • Dedicated to superior client service

  • Good written and verbal communication skills

  • Strong organizational skills and attention to detail

  • Desire to grow with in a public accounting firm

  • Organized, energetic and self]directed with a professional appearance

 
Req Number CON-19-00001  

This position is currently accepting applications.

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