Part-Time Accounting Associate
Company: Telemus
Location: Southfield
Posted on: January 12, 2021
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Job Description:
Role Summary:Telemus Family Office division is growing and we
are looking for a part-time Accounting Associate to join the team.
The Family Office team works closely with high net-worth families
and individuals on reducing the administrative burden often placed
on families when it comes to managing their wealth. This role will
work closely with the Director, Family Office, on services we offer
to clients such as bill pay, account reconciliations and oversight,
private investment tracking and document management. This role
primarily works out of our Southfield, MI office. This position is
part-time (approximately 15 hours/week) with the opportunity for
additional hours and professional growth over time. Key
Responsibilities: Perform monthly reconciliations of bank and
brokerage accounts Monitor daily, weekly cash positions for various
accounts and ensure adequate funding Monitor and record credit card
transactions Review expense classifications for reasonableness
Provide high touch client interaction in responding to clients
requests and inquiries Research and resolve issues or discrepancies
with clients accounts, bill pay or invoices Build relationships
with external professionals and advisors Gather data for tax return
preparation and provide to CPA Prepare, review and analyze monthly,
quarterly, and annual financial information. Gather documentation
needed to onboarding new clients and update applicable systems.
Utilization of the firm s software to maintain the accuracy and
integrity of electronic recordkeeping and update client information
in the relevant systems. Private investment tracking Handling
special projects as neededDesired Skills & Experience: Bachelor s
degree required. Ideal candidates will have majored in accounting
or finance. 1-3 years of experience in accounting, accounts payable
or bookkeeping experience Experience with individual and business
tax planning and preparation Familiar with entity structure
ownership and organization Ability to organize data in precise
manner following prescribed formats Takes initiative to
find/suggest ways to improve processes/procedures Strong computer
skills, including proficiency in Quickbooks and Microsoft Office
suite, especially Excel Strong attention to detail is a must
Demonstrated analytical capabilities including the ability to
synthesize complex data High accountability with ability to work
independently, within a team and cross-functionally Strong
multi-tasking and organizational skills Strong desire to
continually self-develop demonstrated through intellectual
curiosity and personal learning Adhere to the highest level of
confidentiality
Keywords: Telemus, Southfield , Part-Time Accounting Associate, Accounting, Auditing , Southfield, Michigan
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