Avantia: A Family Office · 2 days ago
Family Office Services - Senior Accountant
Greater Seattle Area
Full-time
Hybrid
Senior Level
$85K/yr - $110K/yr
6+ years expAvantia is a Multi-Family Office wealth management firm that provides ultra-high-net-worth families with holistic wealth management services. The Family Office Services Senior Accountant supports the delivery of bookkeeping, bill pay, payroll, and tax strategy services for clients, ensuring seamless financial operations and contributing to client relationship management.
Asset ManagementFinanceFinancial ServicesWealth Management
Responsibilities
Maintain the general ledger, including preparation and review of journal entries, accruals, reconciliations, and adjustments. Ensure timely and accurate recording of transactions
Process accounting transactions such as bill payments, invoicing, and preparation of payroll entries under the direction of the Manager
Support the Family Office Services Manager in delivering monthly and quarterly financials to clients containing balance sheets, income statements, cash projections, and dashboard presentation
Perform financial analysis to support decision making processes and provide insights into financial performance and identify areas for improvement
Identify opportunities for process improvements and implement best practices to enhance efficiency and accuracy, both internally and externally
Assist in implementing integrated financial strategies by gathering and organizing tax-related data from clients and external specialists (tax advisors, estate planners, etc.)
Conduct preliminary research on financial or tax-related topics, synthesize information, and present findings clearly to the Manager for review
Participate in client discovery meetings to gather necessary documentation and context for accurate service delivery
Contribute to estimating the time and resources required for client work by tracking efforts and communicating workflow needs
Participate in special projects and initiatives as assigned by the Manager or CEO, including system upgrades and process redesigns
Qualification
Required
BS in accounting or equivalent degree required
Minimum six (6) years of experience performing general accounting transactions and functions, preferably within family office or wealth management environments
Proficient with accounting system and Microsoft Offices Suite (e.g., Sage Intacct, QuickBooks, Bill.com, Excel, Word, PowerPoint, Outlook, etc.), required
Excellent communication and interpersonal skills
Detail-oriented and highly organized, with an efficient approach to managing projects of varying complexity with urgency and timeliness
Preferred
Three (3) or more years of public accounting firm experience preferred
CPA, preferred
Proficient in Salesforce, Addepar, preferred
Benefits
Benefits fully vested on start date.
Excellent Medical, Dental, and Vision Insurance in which 70% of premiums are covered by the company
Unlimited Paid Time Off
Stock Appreciation Rights Program for key employees, allowing your wealth to grow with the firm without any cash outlay on your part.
Potential to be an equity owner of the firm
Company
Avantia: A Family Office
Enabling peace of mind through purposeful planning and thoughtful investing.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Trevor Cobb
Founder & CEO
Company data provided by crunchbase