Company Description

Our company provides comprehensive financial administration for complex families with total assets over $3.5B with a high degree of financial complexity (estate, tax, investment). We are a boutique business that delivers superior professional service through a highly competent team of humble, smart (EQ + IQ) and hardworking individuals. Our top values are integrity, transparency, and compassion. We work collaboratively internally and externally.

Role Description

We are seeking a full-time Reporting and Accounting Manager to support 8-10 UNHW client relationships. In this role, you will be working in a very dynamic and integrated manner with our team + client advisors as needed.

Our work is very detailed, hands-on while also being able to take a step back and see the big picture. We roll up our sleeves. We are in the process of building a tech stack (Intacct, Addepar, etc.) to be more dynamic for the future; must be willing to embrace technology and work in a dynamic manner.

Qualifications

Strong background in accounting, finance, or related field
Experience with financial reporting, budgeting, and forecasting - both design and creation
Proficiency in accounting software and MS Excel
Excellent communication and interpersonal skills
Ability to manage multiple projects and deadlines
Sophisticated personal finance background
CPA or relevant certification is a plus
Previous experience in a family office or similar environment preferred

Compensation and Benefits

Competitive based on experience.
Health benefits.
401k w/ match.
Work environment that values well-being.
Flexible vacation policy
Background check and signing an NDA required.

Attributes for Success at Streamline

Growth mindset
Thrives in a dynamic, roll-your-sleeves-up growth environment
Sense of humor
Positive attitude with a healthy dose of skepticism
Trust and verify
Ambition to learn and unlearn
Delivers white-glove service

Streamline Family Office Inc.

New Jobs

Family Office: Accounting/Reporting Manager