Senior Accountant

Matter Family Office•Denver, CO

3d•$80,000 - $100,000

About The Position

Matter Family Office is looking for an experienced accounting professional to join their team as a Senior Accountant. This is a key client-facing role where you will own the day-to-day relationship for a portfolio of client families and their related entities. You will serve as the primary point of contact on client email distribution lists, review financial statements and bookkeeping prepared by Staff Accountants, and escalate complex matters to the Accounting Manager. This role requires strong bookkeeping mastery, analytical skills, and the ability to manage individual/family finances. You will also mentor and guide Staff Accountants and assist in client meeting preparation.

Requirements

Bachelor’s degree in accounting or a related course of study
4+ years of accounting experience
3+ years with QuickBooks Online and associated apps (Bill.com)
Proven bookkeeping mastery, plus the ability to review and correct the work of others.
Intermediate to advanced understanding of partnership accounting, book vs. tax, and estate-planning mechanisms.
Strong grasp of what CPAs require to calculate quarterly estimated payments and complete timely, accurate tax returns on behalf of clients.
Experience managing individual/family finances, including budgeting, bill pay, loan/investment mechanics, and cash flow.
Ability to perform and review complex cashflow and financial-planning analyses.
Confident, client-facing communicator — able to field day-to-day questions (bill pay, light reporting) directly with clients and coordinate with third parties.
Analytical, detail-oriented, organized, and diligent with follow-up.
Excellent time-management skills in a high-volume, fast-paced, deadline-driven environment.
Proactive, self-motivated, and self-directed with a strong sense of urgency.
Demonstrated ability to handle sensitive and confidential information.
Intermediate to advanced knowledge of Microsoft Office Suite and Mac-based hardware/software.

Nice To Haves

CPA (or active progress toward it) preferred

Responsibilities

Serve as the primary day-to-day point of contact for an assigned book of client families, monitoring client email distribution lists and responding to routine, lower-complexity items (bill-pay questions, light reporting requests).
Review financial statements (P&L, Balance Sheet, net worth) and bookkeeping prepared by Staff Accountants for standard clients, ensuring accuracy before publication.
Review and, where needed, execute accounts payable and payroll; confirm timely and accurate processing.
Own budget-vs-actual analysis for assigned clients and contribute to budgeting and forecasting.
Participate in the firm's rolling monthly peer-review and internal-audit process across client entities.
Coordinate with third parties, including vendors, bank representatives, accountants, attorneys, and financial advisors.
Escalate complex, strategic, or sensitive matters to the Accounting Manager with recommended solutions.
Mentor and provide day-to-day guidance to Staff Accountants and support their development.
Assist in client-meeting preparation and follow-up by issuing reports and ensuring relevant tasks are completed.
Complete special projects as requested.

Benefits

Competitive Salary and Annual Performance-Based Bonus
Medical and Dental Health Plans
Supplemented Health Savings Account and Health Flexible Spending Account
Dependent Care Flexible Spending Account
Employer Supplemented Health Reimbursement Account Plan
Short- and Long-term disability coverage paid for by the employer
Paid Group Life Insurance
Flexible 401(k) retirement benefits with employer matching
10 paid holidays per year plus competitive vacation and sick leave
Cell phone reimbursement plan
Opportunity for advancement based on performance, personal growth, and cultural fit
Work with a team-oriented culture that supports continuing education and career growth
Strong support for volunteer, community and/or industry involvement