Accountant

Wealthgate LLC is a bespoke administrative private family office serving a select group of ultra-high net worth families.

The Accountant manages the daily accounting activities for the organization’s business entities while supporting the family through accurate financial oversight and essential day-to-day office operations.

Duties/Responsibilities

• Responsible for all Accounts Payable & Accounts Receivable functions for multiple entities
• Preparing and analyzing financial statements to ensure accuracy and compliance with accounting standards for several entities
• Daily cash management and reconciliations for several bank accounts
• Preparation and filing of 1099s and property taxes
• Prepare budgets, forecasts, and various analyses as requested
• Communication with tax and other financial specialists
• Contributes to the development and maintenance of internal controls and compliance procedures
• Maintains a high level of confidentiality of company, family, and business dealings
• Other Duties or special projects as assigned

Required Skills/Abilities:

• Excellent verbal and written communication skills
• Excellent interpersonal and customer service skills
• Excellent organizational skills and attention to detail
• Excellent time management skills with a proven ability to meet deadlines and work independently
• Self-starter that can manage own schedule and workload
• Ability to prioritize tasks and to delegate them when appropriate
• Proficient with Microsoft Office Suite
• Experience using accounting software (Microsoft Business Central preferred, but not necessary)
• Payroll and Employee Management through ADP/PEO (or another similar platform) preferred

Education and Experience:

• At least 3 years of related accounting experience required.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Compensation/Benefits:

• Base salary: $85,000-$95,000 (dependent on experience)
• Excellent company benefits including Health, Dental, Vision, LTD, STD, and Life
• Eligibility for participation in the company 401K plan, including company match
• Generous PTO policy

To apply for this position, please email your resume to recruiting@wealthgatellc.com