Accountant

Waycrosse•Wayzata, MN

4d•Hybrid

About The Position

The Accountant supports Family Advisors and works closely with other Waycrosse professionals to solve problems, take ownership of projects, and work directly with clients. The role focuses on accounting analysis for individuals and trusts, income tax and cash flow projections, and supporting clients’ financial lives. It requires managing multiple time- and information-sensitive activities. The position includes preparing and reviewing client financial schedules and statements, supporting trust administration, reviewing financial statements and transaction reports, and compiling information for tax estimates and returns. It also involves direct client communication and a range of special projects and operational tasks. Waycrosse is a single-family office based in Wayzata, Minnesota, providing wealth management services. The position works in a hybrid environment, with employees required to be in the office Tuesday and Wednesday and one additional flexible day, and working remotely two days per week. This arrangement may change at Waycrosse’s discretion.

Requirements

Bachelor’s degree in accounting, finance, or business.
Advanced Excel skills and proficiency with Microsoft Office products, including Outlook and PowerPoint, and Adobe.
Desire to grow, learn new tools and technologies, and enhance processes.
Experience in fast-paced environments, with the ability to complete tasks urgently and efficiently.
Self-starter who takes initiative and works effectively as part of a team.
Strong organizational skills and ability to multitask.
Strong time-management skills and ability to prioritize tasks effectively.
Superior interpersonal and written communication skills.
Proactive approach and ability to anticipate needs.
Experience directly serving individual clients.
Ability to maintain confidentiality and discretion when handling sensitive information.
Willingness to take on tasks at several levels of experience and support as required.

Nice To Haves

CPA or CFP.
Five or more years of experience in wealth management.
eMoney experience.

Responsibilities

Prepare, update, and review schedules and manage workflows related to client meetings and requests.
Prepare and update cash flow statements and financial statements for individuals, foundations, trusts, and entities.
Communicate directly with clients, address inquiries, and provide timely and accurate information about their financial matters.
Perform trust administration, including trust accounting, journal entries, distribution requests, and preparation of trust meeting materials.
Review quarterly financial statements and monthly cash transaction statements.
Compile information and review tax estimates and tax returns for individuals, trusts, entities, and foundations.
Perform ad hoc duties and special projects, such as new account setup, bill payment, scanning, preparing journal entries, and processing ACH and wire transfer requests.
Support Family Advisors with aspects of clients’ financial lives.