Accountant, Family Office

Description

Accountant, Family Office

Portland, OR

Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries.

At Geffen Mesher, we believe in fostering strong, lasting partnerships with our clients, and we do the same for our team members. We are a large firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager.

We are seeking an Accountant to join our Family Office Services team. This group provides customized day-to-day administration and oversight of the financial affairs of high-net-worth individuals and families. We see ourselves as an extension of our clients, offering a wide range of services that include bill pay and bookkeeping for individuals and their businesses, accounting and advisory services, trust and estate oversight, assistance with philanthropic efforts, and educating the next generation on the family’s wealth and legacy.

As an associate in the Family Office Services group, you will be deeply involved in the day-to-day financial management and administrative support for high-net-worth clients. Your role will encompass a wide range of responsibilities, from handling sophisticated bookkeeping and accounts payable processes to assisting with tax preparation and financial reporting. You will serve as a key point of contact, interfacing with clients, their professional advisors, and vendors to ensure seamless service delivery.  

Requirements

What You Will Be Doing: 

• Serve as a trusted extension of our high-net-worth clients, providing exceptional service to them and their professional network, including vendors, CPAs, attorneys, and investment advisors.
• Manage sophisticated accounts payable and bookkeeping processes for diverse clients, encompassing personal finances, businesses, and trusts.
• Maintain comprehensive financial information and schedules tailored to each client's unique financial landscape.
• Contribute to the creation of monthly cash flow reports and personal balance sheets, offering clients a clear view of their financial health.
• Assist with the maintenance of a group email inbox, digital filing system, and workflow and task management system to ensure seamless support for both clients and team members.
• Play a key role in tax preparation by crafting detailed workpapers, including financial statements, charitable giving summaries, debt amortization schedules, and property improvement basis reports.
• Execute the annual 1099 preparation process, ensuring compliance and accuracy for our clients.
• Participate in the onboarding of new clients, helping to establish strong relationships from day one.
• Engage in diverse projects and responsibilities as they arise, allowing for continuous learning and professional growth.

What We Are Looking For: 

• Two to five years of accounting and customer service experience or equivalent combination of education and experience. 
• High school diploma or general education degree (GED), associate’s degree in accounting or accounting certificate preferred. 
• Experience with QuickBooks Online and a solid foundation in accounting or bookkeeping, including accounts payable, accounts receivable, payroll, general ledger, and financial reporting.
• Demonstrated ability to quickly adapt to new processes and software, coupled with strong analytical skills and proficiency in Microsoft Office suite, particularly Excel.
• Prior experience in a professional services environment is preferred.
• Exceptional client service orientation with a commitment to exceeding expectations and creating positive experiences for both internal and external stakeholders.
• Excellent teamwork skills balanced with the ability to work independently, manage multiple priorities, and meet deadlines with minimal supervision.
• Unwavering commitment to maintaining the highest standards of professionalism and client confidentiality.
• Strong communication skills, with the ability to interact effectively with executive-level clients and colleagues.
• Intellectual curiosity and proactive mindset, taking initiative to identify and implement process improvements without prompting.
• Proven track record of reliability and dependability in professional settings.
• Efficiency-oriented approach, with a focus on punctuality and continuous improvement of work processes.
• Ability to thrive in a dynamic environment, adapting to changing priorities while maintaining attention to detail.
• Strong problem-solving skills and the capacity to think creatively when addressing client needs.
• Genuine interest in personal finance and a desire to grow within the family office services sector.

Compensation & Benefits

At Geffen Mesher, we value transparency and equity in compensation. The compensation offered for this position will be based on a variety of factors including, but not limited to: years of relevant experience, unique or specialized skill sets, education, licensure, internal equity, and location. The estimated salary range for this position is $65,000 - $70,000.  

Additional Benefits Include

• 401k with a 3% employer contribution
• Discretionary profit sharing of up to 4.5% annually 
• Medical, dental, and vision insurance 
• 100% of employee-only medical premium coverage
• Medical, dependent care, and transportation flexible spending accounts
• 160 hours PTO, 12 Paid Holidays, 8 hours of Volunteer Time, and Paid Parental Leave
• Hybrid work options
• Flexible working hours in the summer 
• Generous Employee Referral Program
• Incentive plan for sales leads
• On-site gym

Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for persons with disabilities.  

To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.

Salary : $65,000 - $70,000