Family Office Bookkeeping Associate
United States
Full Time
Mid Level
Family Office Bookkeeping Associate
Department: Tax
Location: Austin and/or Round Rock, TX
Who We Are
Maxwell Locke & Ritter LLP is the largest locally owned accounting firm in the Greater Austin area. We’re known for offering exceptional work-life balance and for our dedication to our people, our clients, and our community. We are proud to have been included in Accounting Today’s "Best Accounting Firms to Work For" list for 13 consecutive years. In the past six years, we’ve earned the No. 1 ranking three times.
What Sets Us Apart
We’re redefining what it means to work in public accounting by:
What You’ll Be Doing
As a family office associate, you will provide financial services to ultra-high net-worth clients, including financial reporting in QuickBooks, cash flow planning, payroll administration, insurance management, and bill pay. You will also assist our tax group by creating financials from investment statements and preparing 1099s and payroll reports on a quarterly basis. Communication skills are essential to this position, as you will regularly communicate with our clients and their employees.
How You Can Grow
Unlike traditional accounting firms, our people create their own personalized career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we’ll assist you with finding a career path that works for you.
Our Commitment to DEI
As a firm that embraces people from different backgrounds, we encourage applications from diverse candidates. Maxwell Locke & Ritter is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion at all levels of our firm. To support this endeavor, our DEI committee focuses internal efforts on awareness, recruitment, and outreach.
Maxwell Locke & Ritter LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
What We Offer:
What We’re Looking For:
Department: Tax
Location: Austin and/or Round Rock, TX
Who We Are
Maxwell Locke & Ritter LLP is the largest locally owned accounting firm in the Greater Austin area. We’re known for offering exceptional work-life balance and for our dedication to our people, our clients, and our community. We are proud to have been included in Accounting Today’s "Best Accounting Firms to Work For" list for 13 consecutive years. In the past six years, we’ve earned the No. 1 ranking three times.
What Sets Us Apart
We’re redefining what it means to work in public accounting by:
- Instilling the belief that “No success at work is worth failure at home,” while recognizing everyone’s version of “home” is unique to them
- Leaning on our core values and showing genuine care and concern for one another
- Empowering our people to do what’s best for them, while providing exceptional client service
- Cultivating an environment that allows our people to thrive personally
- Investing in the professional growth of our people No success at work is worth failure at home
What You’ll Be Doing
As a family office associate, you will provide financial services to ultra-high net-worth clients, including financial reporting in QuickBooks, cash flow planning, payroll administration, insurance management, and bill pay. You will also assist our tax group by creating financials from investment statements and preparing 1099s and payroll reports on a quarterly basis. Communication skills are essential to this position, as you will regularly communicate with our clients and their employees.
How You Can Grow
Unlike traditional accounting firms, our people create their own personalized career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we’ll assist you with finding a career path that works for you.
Our Commitment to DEI
As a firm that embraces people from different backgrounds, we encourage applications from diverse candidates. Maxwell Locke & Ritter is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion at all levels of our firm. To support this endeavor, our DEI committee focuses internal efforts on awareness, recruitment, and outreach.
Maxwell Locke & Ritter LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
What We Offer:
- PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays
- Paid parental leave and paid bereavement leave
- Annual bonus through profit-sharing plan
- 401(k) plan including profit-sharing contribution
- Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability
- Employee assistance program
- Continuing professional education
- Hybrid, flexible scheduling
- Many more perks and benefits
What We’re Looking For:
- Minimum 5 years of experience as a full-charge bookkeeper, including financial statement preparation, or working in a family office
- Extensive experience with QuickBooks (online and desktop versions), including payroll, accounts payable, account reconciliations and journal entries
- Familiarity with investment statement QuickBooks reporting is highly preferred
- An understanding of and experience with payroll tax processing and federal and state payroll return preparation (W-2, TWC, 941)
- Ability to maintain a high level of accuracy
- Experience with Microsoft Excel, Word and Outlook
- Excellent verbal and interpersonal communication skills and the ability to present a professional image both in person and over the phone
- Excellent written communication skills, including strong spelling and grammar
- Organizational skills and the ability to set priorities and meet deadlines while working independently
- Ability to maintain confidentiality
- Ability to handle interruptions and switch from task to task efficiently
- Experience managing multiple clients with varying needs and requirements
- Proficiency in adapting to and learning new technologies
- Experience with federal 1099 tax filings preferred
- Associate’s or bachelor’s degree preferred
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