CFS
Join to apply for the Accounting Associate role at CFS.
This range is provided by CFS. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$75,000.00/yr - $80,000.00/yr
About the Company
Our client, a north family investment office, is seeking an Accounting Associate to handle Accounts Payable and bookkeeping duties for corporate entities and related members in a fast-paced environment.
Why take an Accounting Associate role with this company?
- True Family Feel in a Family Office
- Great work/life balance – everyone recognizes importance of work/life balance
- Strong benefits – employer pays 90% for health insurance premium
- 401k with 5% match
- Unlimited PTO
Responsibilities
- Manage full-cycle Accounts Payable (100-125 payments/month) across family members, corporate entities, and 2 private foundations.
- Review and process invoices, ensure proper approvals, verify documentation and monitor budgets as needed.
- Coordinate and track foundation grants, property tax payments (5 properties) and auto‑paid personal bills (manage autopay, manual bills, contract updates).
- Prepare and process quarterly and year‑end tax payments, ensuring timely submission to the IRS and multiple states.
- Reconcile corporate credit card and household debit card transactions.
- Maintain accurate financial records in QuickBooks for foundation account.
- Manage LLC annual filings, sorting/managing incoming mail and key sensitive items (tax notices/bills).
- Oversee household payroll for 5 employees.
- Proactively identify opportunities for process improvements.
Experience & Qualifications
- Associate's degree or equivalent experience.
- 2+ years experience in bookkeeping/Accounts Payable roles.
- QuickBooks experience preferred.
- Highly detail oriented with strong focus on accuracy – good communication skills.
- Organized and able to prioritize tasks across multiple stakeholders.
- Service oriented with a "roll up your sleeves" mindset; self‑starter attitude.
- Experience handling tax payments a plus.
- Open to learning new technologies.
Seniority level
Entry level
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Accounting
Additional Information
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