Senior Accountant

Company Description

Job Description

Responsibilities

• Serve as the primary point of contact for an assigned book of client families, handling routine bill-pay and reporting requests
• Review financial statements (P&L, balance sheet, net worth) and bookkeeping prepared by Staff Accountants before publication
• Review and, where needed, execute accounts payable and payroll
• Own budget-vs-actual analysis and contribute to budgeting and forecasting
• Participate in Matter's monthly peer-review and internal-audit process
• Coordinate with vendors, banks, accountants, attorneys, and financial advisors
• Mentor and guide Staff Accountants
• Prepare reports and follow-up items for client meetings

Qualifications

• Bachelor's degree in accounting or a related field; CPA (or progress toward it) preferred
• 4+ years of accounting experience, including 3+ years with QuickBooks Online and Bill.com
• Proven bookkeeping mastery and the ability to review and correct others' work
• Intermediate to advanced knowledge of partnership accounting, book vs. tax, and estate-planning mechanisms
• Understanding of what CPAs need for quarterly estimates and accurate tax returns
• Experience managing family finances, including budgeting, bill pay, and cash flow
• Confident client communicator who is detail-oriented, organized, and self-directed
• Proven discretion with sensitive and confidential information
• Proficiency with Microsoft Office and Mac-based hardware and software

Benefits

• Matter offers medical and dental plans with HSA/FSA options, employer-paid disability and life insurance, a 401(k) with employer match, and 10 paid holidays plus competitive vacation and sick leave. We also support continuing education, career growth, and community involvement.

Equal Opportunity

Preferred Qualifications

• Bachelor's degree in accounting or a related field; CPA (or progress toward it) preferred