Accountant Job Vacancy in Wealthgate Family Office LLC Boulder, CO 80301 – Latest Jobs in Boulder, CO 80301
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Company Name : Wealthgate Family Office LLC
Location : Boulder, CO 80301
Position : Accountant
Job Description : Accountant, Wealthgate Family Office Boulder, CODescription Not a Remote Eligible Position Wealthgate Family Office LLC (Wealthgate) is an innovative, fast growing and well-funded multi-family office serving a select group of ultra-high net worth families. Our clients are entrepreneurs, families and foundations who have made significant contributions to business, are active philanthropists and support the communities in which they live.Our services are designed to support our client families’ values, goals and unique needs with plenty of flexibility to accommodate change and growth. As fiduciaries, our top priority is to deliver the very best unconflicted advice and solutions.We seek dynamic, hardworking individuals who enjoy working in a collaborative team environment. The Accountant is a critical member of Wealthgate’s team who will work closely with our client families as well as our internal teams. Responsibilities will include corporate and client Accounts Payable, corporate journal entries, bank reconciliations and calculating billing to our clients.Job Responsibilities Manage and operate clients’ bill pay.Entering journal entries and closing books periodically (includes bank recs).Operate Wealthgate Family Office LLC accounts payable.Collect, review and organize history of client entities.Other duties as assigned.Qualifications Associates degree in Accounting with Bachelor’s degree preferred.At least 3 years of experience, ideally in a comparable role at a family office, wealth management firm, ultra-high net worth tax group or similar organization.Experience accounting in MS Dynamics 365 BC, Sage Intacct, Bill.com, Tallie.com.Advanced Excel and some Power BI advantageous.Self-motivated individual able to pair and contribute to a strong team.Excellent interpersonal, verbal and written communication skills.Must be discreet and reliable, able to handle and protect highly confidential financial and personal information, internally and externally.Good attention to detail with the ability to perform multiple tasks in a fast-paced entrepreneurial environment.Job Type: Full-timePay: $60,000.00 – $70,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceEmployee assistance programFlexible spending accountHealth insuranceLife insurancePaid time offTuition reimbursementVision insurancePhysical Setting:OfficeSchedule:Monday to FridaySupplemental Pay:Bonus payAbility to commute/relocate:Boulder, CO 80301: Reliably commute or planning to relocate before starting work (Required)Education:Associate (Required)Experience:Bookkeeping: 3 years (Required)Work Location: One location
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