Firm Administrator and Bookkeeper - Remote - Ultra High Net Worth Family Office

About Us

Welcome to Venture Tax Services (VTS), a boutique tax firm and independent multi-family office dedicated to providing exceptional support and wealth management services to a select group of Ultra High Net Worth families. With a focus on delivering personalized attention and expertise, we have established ourselves as a trusted partner in the financial industry. Our comprehensive service lines include income and estate tax planning, accounting and financial reporting, tax compliance, and sophisticated financial planning.

Job Summary

We are seeking an experienced and highly organized Firm Administrator and Bookkeeper to join our team remotely. As a key member of our administrative team, you will play a critical role in supporting the day-to-day operations of our firm, including bookkeeping, administrative duties, and tax project management. This is a unique opportunity to work with a dynamic team and contribute to the success of our clients.

Key Responsibilities

• Administrative Support: Provide administrative assistance to the firm, including receiving and sorting incoming mail, managing outgoing mail, and performing general clerical tasks.
• Bookkeeping: Manage the firm's bookkeeping, including accounts receivable and payable, and assist with budgeting and financial record-keeping.
• Tax Project Management: Assist with tax project management, including client management, assembling and tracking projects, and creating reports.
• Financial Reporting: Help prepare monthly reports, tax returns, and other financial documents using QuickBooks and Excel.
• Communication: Develop and maintain effective relationships with clients, colleagues, and other stakeholders through excellent written and verbal communication skills.
• Organizational Skills: Demonstrate strong organizational skills, with the ability to multitask, prioritize tasks effectively, and maintain confidentiality of sensitive information.
• Technical Skills: Utilize Microsoft Office Suite (Word, Excel, PowerPoint) and QuickBooks or other accounting/tax software to perform tasks efficiently.

Essential Qualifications

• Professional Experience: A minimum of 2-3 years of experience in public accounting, tax office management, or a related field.
• CPA or Accounting Background: A CPA certification or public accounting experience is highly desirable.
• Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and QuickBooks or other accounting/tax software.
• Organizational Skills: Strong organizational skills, with the ability to multitask and prioritize tasks effectively.
• Communication Skills: Excellent written and verbal communication skills.

Preferred Qualifications

• Associate or Bachelor's Degree: An associate or bachelor's degree in accounting or a related field.
• Experience with Tax Software: Familiarity with tax software, such as Xerox or Thomson Reuters.
• Experience with Financial Planning: Experience with financial planning, including budgeting and financial analysis.

Career Growth Opportunities and Learning Benefits

At VTS, we are committed to the growth and development of our team members. This role offers opportunities to:

• Develop Technical Skills: Enhance your technical skills in accounting, tax, and financial planning.
• Build Professional Network: Establish relationships with Ultra High Net Worth families and professionals in the financial industry.
• Advance in Your Career: Take on new challenges and responsibilities, with opportunities for career advancement.

Work Environment and Company Culture

Our company culture is built on:

• Collaboration: We work together as a team to achieve common goals.
• Integrity: We maintain the highest level of integrity in all our interactions.
• Innovation: We strive to innovate and improve our processes and services.
• Flexibility: We offer flexible work arrangements, including remote work options.

Compensation, Perks, and Benefits

We offer a competitive compensation package, including:

• Salary: $41,000 - $65,000 per year, depending on experience.
• 401(k) Plan: A 401(k) plan with company matching.
• Flexible Schedule: A flexible schedule, with the option to work from home.
• Paid Time Off: Paid vacation, holidays, and sick leave.
• Health Insurance: Comprehensive health insurance.

How to Apply

If you are a motivated and organized professional looking for a new challenge, please submit your application today. We welcome applications from qualified candidates who share our values and are excited about the opportunity to join our team.

Please note that Venture Tax Services, Inc. does not accept unsolicited resumes from third-party recruiters.