LBMC Staffing Solutions, LLC

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Location : Nashville, TN
Job Type : Direct
Hours : Full Time
Required Years of Experience : 3+
Required Education : Bachelor's Degree
Travel : No
Relocation : No

Job Description :

Wealth management offices seeks to add an Accountant to provide assistance in the areas of investment management, trust administration, family foundation administration, tax and estate planning, accounting and financial reporting.  Primary responsibilities will include full charge transactional accounting for various family entities including individuals, trusts and business entities (partnerships, LLCs, etc.), accounts payable, posting all cash activity, bank reconciliations, and posting monthly, quarterly and annual journal entries to record investment activity and fair market value adjustments.  Confidentiality and ethical behavior as well as the ability to pivot and wear many hats required.  Great benefits – competitive salary.  37 ½ hour work week.

Required Qualifications :

  • Three or more years multi-entity full charge bookkeeping experience in a professional accounting environment

  • Self-starter; detail oriented; strong work ethic

  • Personable, collaborative, team oriented, servant-heart mindset

  • Proven client service skills

  • Proven instinct for being discrete with highly sensitive information both inside and outside of the work environment

  • Adept at prioritizing and executing tasks; highly organized

  • Ability to illustrate resilience: the ability to positively handle, adapt, and flex to the client, team, and workplace

  • Effective and efficient communication skills; both written and oral

  • Proven ability to achieve goals through collaboration with others

  • Exhibit strong integrity

  • Proven experience working with or in a regional/national accounting firm

  • Previous experience working for a family-owned enterprise or family office, preferred

  • Microsoft Dynamics GP experience preferred but not required

  • Must demonstrate intermediate to advanced level Excel skills

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