Outsourced Family Office Accounting Services Associate

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2232983

Position Title:

External Description: Description & Requirements

As a Family Office Associate in our Outsourced Family Office Accounting Services group, you will be a valued member of our team and will build relationships with our outsourcing clients. This position will offer you an excellent opportunity for career advancement in our growing firm.

To be successful as a Family Office Outsourcing Associate, you should enjoy problem solving, be a self-starter that embraces technology, possess strong attention to detail, enjoy interacting with a variety of clients and have a willingness to learn new things.

The Outsourced Family Office Accounting Services team utilizes cloud-based accounting platforms and software applications to provide recurring accounting and proactive advice to our clients.

How you will contribute:

Dedicate time to client service while coordinating work for our clients in the following areas:

• Assist family office clients and independent households with accounting outsourcing and transaction processing
• Help build and manage client relationships
• Assistance with virtual or onsite outsourced accounting, including
• General ledger maintenance
• Accounts payable processing
• Preparation of account reconciliations
• Depreciation schedule preparation
• Engage in frequent communication with clients
• Prepare financial statements and client specific dashboard reports
• Providing accounting software assistance to clients and internal personnel
• Assisting with the training of clients, and other personnel

We are looking for people who have Forward Vision and:

• Commitment to providing unmatched client service
• Excellent verbal and written communication skills
• Strong initiative and problem-solving skills
• Proficiency in Microsoft Office Suite
• Willingness to learn new software and other technologies
• Precise attention to detail
• Ability to travel as needed
• Strong collaborator

Minimum Qualifications:

• Associates degree or higher in accounting, finance, or other business-related field or a minimum of 2 years of experience in accounts receivable, accounts payable, general ledger or staff accounting

Preferred Qualifications

• Accounting and/or consulting experience within the family office industry
• Prior experience with Bill.com or similar accounts payable processing platform
• Experience working with QuickBooks, QuickBooks Online, Sage Intacct, or similar general ledger software package
• Experience with payroll processing platforms

#LI-AUS

#LI-MB

City: Austin

State: Texas

Community / Marketing Title: Outsourced Family Office Accounting Services Associate

Location_formattedLocationLong: Austin, Texas US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.