Client Accounting Associate - Family Office Services

Job Description

Job Description

Client Accounting Associate - Family Office Services

Location : Norfolk, Virginia (Hybrid - 2 days remote after training)

We are partnering with a leading independent wealth advisory firm to identify a Client Accounting Associate to join their Family Office Services team in Norfolk. This individual will support a portfolio of high-net-worth clients by managing bill pay, maintaining financial records, and preparing client reports. The ideal candidate brings a blend of bookkeeping, accounting, and client service experience, along with strong organizational skills and attention to detail.

Key Responsibilities :

Manage client bill pay activities using firm-defined systems and processes

Track and reconcile client account balances to ensure sufficient funds for upcoming charges

Prepare monthly bill-pay reconciliation reports and deliverables for client review

Produce monthly, quarterly, and ad hoc transaction reports from QuickBooks and / or Quicken

Prepare annual informational tax filings (e.g., 1099s, W-2s)

Maintain a thorough understanding of assigned client accounts and preferences

Communicate directly with clients and their professional advisors as needed

Support additional family office service needs as assigned

Qualifications :

Bachelor's degree in accounting, finance, or related field preferred

Minimum of 5 years of bookkeeping or accounting experience (family office experience a plus)

Proficiency with QuickBooks Desktop and QuickBooks Online

Strong computer skills in Excel, Word, Adobe, and Outlook

Experience working directly with clients and managing multiple priorities

Familiarity with Ramp or Bill.com is a plus

Highly organized, dependable, and team-oriented

Compensation & Benefits :

Competitive base salary with annual incentive bonus

Hybrid work flexibility (2 days per week remote after orientation)

401(k) with company contributions

Comprehensive health, dental, and vision coverage

Generous paid time off and long-term growth opportunities within a collaborative, employee-owned firm

Beacon Hill is an equal opportunity employer and individuals with disabilities and / or protected veterans are encouraged to apply.

California residents : Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser : https : / / jobs.beaconhillstaffing.com / eeoc /

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile :

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties / disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information :

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future™