Financial Accountant

Summary of Core Responsibilities

• Prepare quarterly trust financial statements and net worth statements for individuals
• Coordinate with Tax Manager to prepare quarterly tax estimates for trusts, individuals and select entities
• Compile tax work papers and income estimates for our external accounting firms
• Assist with filing and processing Federal and state tax returns and tax payments for investment and family entities, trusts, and individuals
• Coordinate and facilitate payments for the organization and family members, including reporting and reconciling payables and receivables
• Track and document trust administration items, including assisting with updates to supporting legal files and tracking of all trust provisions
• Assist Accounting Manager with monthly accounting requirements for Olympus Ventures, reconcile intercompany balances with responsible colleagues on monthly/quarterly basis
• Prepare monthly and quarterly cash flow statements for individuals
• Oversee coordination of insurance policy documentation and premium payment schedules
• Reconcile daily cash transactions and assist with AP runs
• Assist with the treasury process and initiate transfers and wires for family office purposes
• Identify and implement process improvements while ensuring strong internal controls are maintained
• Complete ad hoc projects as requested to assist in the organization’s overall success
• Protect the organization's value by keeping information confidential

• A bachelor’s degree in accounting or equivalent from an accredited college or university.
• 2-4+ years of related experience.
• CPA and/or public accounting experience preferred.
• Strong attention-to-detail and problem-solving skills.
• Ability to handle multiple projects simultaneously.
• Team-oriented, with a positive attitude and willingness to help wherever needed.
• Knowledge of Microsoft Office products with strong experience in Excel.
• Demonstrates a professional presence.
• General ledger experience a plus with experience in MRI, Sage Intacct, or Quickbooks

• Excellent employee benefits include a Premium medical plan, dental, HSA, FSA, and DCA plans.
• Long term disability insurance, life insurance, 401 K plan with employer matching.
• Catered lunch twice a week; in office daily refreshments, fruit and snacks.
• Free onsite fitness center
• Active Social Committee and employee events.

• Ability to sit or stand for normal office hours.
• Ability to read, understand, and interpret information.
• Ability to analyze, compare, and contrast information.
• Ability to organize thoughts to create presentations and materials for others.
• Ability to socially interact with co-workers, clients, and others.

$75,000 - $90,000 annually

Resumes can be submitted to Human

Candidates must be legally entitled to work in the United States and Olympus is not able to sponsor foreign visas.