Plante Moran · 1 month ago
Opportunistic - Family Office Accounting Consultant
Denver Tech Center
Full-time
Hybrid
Entry, Mid Level
$28.97/hr - $46.29/hr
2+ years expPlante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms, known for its strong culture and commitment to diversity. The Family Office Accounting Consultant role involves managing financial statements and performing various accounting functions for families and trusts.
AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management
No H1B
Responsibilities
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 entry
Accounts payable - entering and coding invoices, managing and tracking recurring bills
Journal entries
General ledger review
Bank account and other balance sheet account reconciliations
Reading, booking, and basic understanding of investment statements
Qualification
Required
Associate's degree in accounting or related field required
2+ years of accounting experience required
Bookkeeping/accounting knowledge including general ledger/chart of account expense coding
Understanding of balance sheet vs. income statement accounts and ability to record activity appropriately
Ability to assign proper general ledger code to transactions
Assisting with month end close process including balance sheet reconciliation, trend analysis and financial statement preparation
Assisting with preparation of monthly financial reports
Ability to work with various software: Bill.com, QuickBooks, Microsoft Word, Microsoft Excel (including formulas and tables), Outlook
Preferred
Preference is for the new hire to be in office
Benefits
Health
Dental
Vision
Disability
Life insurance
Flexible Time Off
401(k) plan
Flexible benefits plans
Business-related travel expense
Lodging
Meal reimbursement for business-related use
Pension plan
Discretionary bonus plan
Health insurance
Limited paid sick time
Company
Plante Moran
Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Gordon Krater
Retired Partner
S
Steve Schenbeck
Partner
Recent News
2025-10-21
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