Accounting Clerk/Bookkeeper

Financial Services Organization

Cambridge, Massachusetts

OVERVIEW

An entrepreneurial, diversified financial services company providing investment, accounting/tax, philanthropic, and strategic planning services to high net worth families seeks an Accounting Clerk/Bookkeeper to complement its exceptional finance department. This highly creative organization provides extraordinary service to meet the very particular needs of its exacting and demanding clients. Working in the style of private bankers and trust officers, the organization is relied upon to provide independent advice and to protect long-term interests of clients as they navigate the transaction driven world of asset management.

The finance department coordinates outsourced services from world-class law and accounting firms with internal tax/accounting staff. This combined professional team provides comprehensive, multi-generational tax planning, filing, management services for income, gift/estate, and sales tax issues for individuals, trusts, investment partnerships, nonprofits, and operating companies. This intimately-sized organization maintains an exceptional personal service focus while delivering outstanding technical expertise through its world-class team of professionals.
 

RESPONSIBILITIES

The Accounting Clerk/Bookkeeper provides support to the organization’s finance department which serves multiple entrepreneurial businesses ranging from start-up organizations to mature companies and provides financial accounting and booking support to external individual and family clients. The Accounting Clerk/Bookkeeper is able to act on input and advice from supervisors to employ methods that will accomplish objectives and follow internal accounting processes ensuring alignment between practices and organizational goals. This position involves data entry, data analysis, document maintenance, service related tasks and errands, and performance of additional, diverse tasks as needed. Knowledge in QuickBooks and Quicken accounting software and payroll processing is preferred, however the right candidate would become proficient with training support. 

QUALIFICATIONS 

• Entrepreneurial self-starter capable of working with minimal supervision

• Team player comfortable with sharing information and collaborating with and supporting colleagues in completing large and/or complex projects

• Accepts ownership and is responsible, dependable and has an exceptional work ethic

• Exceptional focus on project follow-through and the ability and understanding needed to thoroughly document project completion

• Keen organizational skills including strong capacity to create and manage project tracking systems

• Exceptional detail orientation needed to maintain 100% accuracy in all reports

• Highly trusted by friends, family, and colleagues

• Comfortable working with highly confidential information (i.e. trade secrets, personal financial information, banking information)

• Enjoys work in a fast-paced environment and is able to multi-task and successfully manage the demands of multiple projects and deadlines

• Flexible in response to the dynamic needs of the business

• Collegial and positive outlook and the humor, patience and flexibility necessary to address the needs of an entrepreneurial organization

REQUIREMENTS

• Experience and/or course work in accounting with proficiency in the accounting process

• Familiarity with technology and office software, particularly Excel, Word, Adobe Acrobat

• Experience with QuickBooks/Quicken preferred

• Proficiency with technology including common office software and ability to learn new computer programs quickly

TO APPLY

Hiring is happening immediately.  Due to the pace of the search, candidates are encouraged to apply as soon as possible. Applications -  including a cover letter describing your interest and qualifications, your resume (in Word or pdf format), salary history, and where you learned of the position -  should be sent to:  anon-acb@nonprofitprofessionals.com.

In order to expedite the internal sorting and reviewing process, please type your name (Last, First) as the only contents in the subject line of your e-mail.

This organization is an equal opportunity employer.