Job Description

Company Description

Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth.

Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work intentionally, and build meaningful relationships with Matter families and each other.

Your Responsibilities

The Accounting Department provides full cycle accounting for our high-net-worth client families and their related entities. Our service offering includes, but is not limited to bookkeeping, AP/AP, payroll, asset & liability tracking, cash flow analysis, financial reporting, and the facilitation of tax preparation.

The Staff Accountant position is a back-office role focused on high-volume, deadline driven bookkeeping and ad-hoc administrative tasks requiring 2+ years of QBO experience.

Who You Are

• You Embrace Evolution: You are able to manage changing priorities, willing to look for solutions beyond the conventional, and committed to applying new concepts to your work while learning from past experiences.
• You Communicate to Connect: You have the courage, confidence, and skill to communicate internally and externally regardless of the audience.
• You Collaborate with Purpose: You invite others' opinions into your decision-making processes, and you commit to the team approach, balancing the value you can add with others' contributions.
• You Prioritize to GSD (Get Stuff Done): You work well under pressure, can balance different projects and demands at the same time, and are adept at managing deadlines, “managing up,” and working with others to prioritize the most urgent and important actions to complete.
• You Are All In: You demonstrate, in words and actions, enthusiasm and passion for Matter's defining purpose, values, and the vision we share.
• You're Proactive: You like to identify what needs to be done and do it thoughtfully and creatively before being asked or before the situation requires it.
• You Focus on Quality: You set high-quality standards and strive for continuous improvement and quality assurance. You follow up to ensure that deliverables, agreements, and commitments are fulfilled and have met expectations.
• You Apply Organization Sensitivity: You are aware of how your actions, decisions, and choices impact parts of the organization. You practice systemic thinking and understand how policies, practices, trends, technology, and information will affect not only you, but others in the organization.

Qualifications

• Bachelor's degree in Accounting or a related field. 
• Strong bookkeeping skills, including consistent monthly data entry, account reconciliation, accurate categorization, and detailed documentation.
• Over 2 years of current experience with QuickBooks Online and related apps (such as Bill.com, MoneyThumb Slick Connect, etc.); establishing and maintaining bank feeds, importing csv files into QBO, Rule creation, high volume reconciliation (accounts with 200+ transactions in a month)
• Intermediate knowledge of partnership accounting, differences between book and tax, and estate planning mechanisms.
• Understanding of private investments
• Experience with accounts receivable (AR) and accounts payable (AP) for individuals/families as well as for entities (LLCs, trusts, etc.). This includes establishing and closing vendor accounts, troubleshooting, and follow-up; 1099, 1098, and 1096 filing experience
• Strong understanding of household finances, including budgeting, bill payment, loan and investment mechanics, and cash flow management.
• Basic knowledge of payroll for household employees, entity payroll, and general contractors, including various tax filings and requirements.
• General understanding of completing individual and entity tax returns
• Excellent verbal and written communication skills that are clear, concise, and courteous.
• Analytical, detail-oriented, organized, and diligent when it comes to follow-up tasks.
• Strong desire to learn and effectively use accounting and financial reporting software.
• Exceptional time management skills in a high-volume, fast-paced, and deadline-driven work environment.
• Proactive, self-motivated, and self-directed with a strong sense of urgency.
• Proven ability to handle sensitive and confidential information responsibly.
• Intermediate to advanced knowledge of Microsoft Office Suite and Mac-based hardware/software.
• Comfortable utilizing databases and conducting internet research.

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 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

Additional information

All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.

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