Plante Moran · 3 months ago
Family Office Senior Accountant
Denver Tech Center
Full-time
Hybrid
Mid, Senior Level
$6,083.33/mo - $9,125/mo
3+ years expPlante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms, known for its strong culture and commitment to diversity and inclusion. The Family Office Senior Accountant will manage financial statements and accounting functions for families, including journal entries, balance sheet reconciliation, and trend analysis of financial statements.
AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management
No H1B
Responsibilities
Working with balance sheets, income statements, and statements of cash flows for families. Generally, personal balance sheets or investment partnerships and trusts, as opposed to operating companies
Performing the following accounting functions:
Journal entries
General ledger review
Balance sheet reconciliation
Monthly/quarterly accrual entries
Reading, booking, and understanding an investment statement
Calculating and booking equity investments
Conducting basic trend analysis of financial statements
Qualification
Required
Bachelor's degree in accounting or related field required
3-5 years of bookkeeping/accounting knowledge, including general ledger/chart of account expense coding
Ability to assign proper general ledger code to transactions
Understanding of balance sheet vs. income statement accounts and ability to record activity appropriately
Month end close including balance sheet reconciliation and financial statement preparation
Experience with trusts and personal entity structures
Ability to work with various software: bill.com, QuickBooks, Microsoft Word, Microsoft Excel, Outlook
Proficiency in Microsoft Office Excel, including formulas and tables
Clear and professional communication with clients and internal team members
Ability to self-review for quality work product
Benefits
Health, dental, vision, disability and life insurance
Flexible Time Off
401(k) plan
Flexible benefits plans
Business-related travel expense
Lodging and meal reimbursement for business-related use
Pension plan
Discretionary bonus plan
Company
Plante Moran
Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Gordon Krater
Retired Partner
S
Steve Schenbeck
Partner
Recent News
2025-10-21
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