Denver United States, Colorado, United States United States
12 days ago
Family Office Senior Accounting Consultant
Make your mark. Having roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, nonprofits, and retirement plan sponsors, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. We have over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.
This opportunity provides the option of working 100% remotely. At the core of Plante Moran's culture is an understanding that the whole person comes to work, and we want to meet you where you are. That's why we offer various alternative work arrangements to support staff and their evolving needs throughout their career.
Your role.Your work will include, but not be limited to:Working with balance sheets, income statements, and statements of cash flows for families. Generally, personal balance sheets or investment partnerships and trusts, as opposed to operating companies. Performing the following accounting functions:Transaction data entryAccounts payable - entering and coding invoices, managing and tracking recurring billsJournal entriesGeneral ledger reviewBank account and other balance sheet account reconciliationsReading, booking, and basic understanding of investment statements
The qualifications.Bachelor's degree in accounting or related field required 5+ years of experience requiredBookkeeping/accounting knowledge including general ledger/chart of account expense coding:Understanding of balance sheet vs. income statement accounts and ability to record activity appropriatelyAbility to assign proper general ledger code to transactionsAssisting with month end close process including balance sheet reconciliation, trend analysis and financial statement preparationAssisting with preparation of monthly financial reportsAbility to work with various software: Bill.com, QuickBooks, Microsoft Word, Microsoft Excel (including formulas and tables), OutlookPreference is for the new hire to be in office on a regular basis but open to 100% remote

Our difference.


On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.  At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.

This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week.

 

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. 

 

Plante Moran maintains a drug-free workplace. 

 

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.    

 

The specific statements above are not intended to be all-inclusive.


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