Family Office Accountant

Chilton Trust; Stamford (CT); On-site; USD 55,000 - 75,000; Full time

Job summary

Chilton Trust in Stamford, CT seeks an Accounting Assistant to support the general ledger, monthly closes, and client-related financial tasks. A degree in accounting and 1–3 years of accounting experience are required, with strong attention to detail and a self-motivated approach.

You will prepare monthly reports for individuals, operating entities, trusts, and foundations, and communicate with external parties while collaborating with Tax and Client Advisory teams.

Qualifications

• Bachelor’s degree in accounting or related field.
• 1-3 years of accounting experience.
• Excellent oral and written communication skills.
• Organized, with strong attention to detail.
• Self-starter willing to do what it takes.

Responsibilities

• Assist general ledger activities including cash management, bank reconciliations, journal entries, and monthly closes.
• Prepare monthly financial reports for individuals, operating entities, trusts, and foundations.
• Prepare monthly work paper folders.
• Communicate with external clients and related third parties on a regular basis.
• Liaise with Tax, Client Advisory, and other Chilton departments as appropriate.
• Ad hoc projects as needed.

Skills

Attention to detail

Self-starter

Good judgment and discretion

Oral and written communication

Organized

Education

Bachelor’s Degree in Accounting

Tools

Microsoft Office

QuickBooks

Job description

Firm Description

Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Connecticut, Delaware, Naples, New York and Palm Beach.

Our mission is to provide our clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first.

Position Description

• Assist in all activities of the general ledger, including cash management/bill pay, bank reconciliations, journal entries, monthly closes, etc.


• Preparation of monthly financial reports for individuals, operating entities, trusts, and foundations


• Preparation of monthly work paper folders


• Communication with external clients and related third parties on a regular basis


• Liaise with Tax, Client Advisory, and other Chilton departments as appropriate


• Ad hoc projects as needed

Candidate Description

• Bachelor’s Degree from a 4 year university or college, with course of study specific to accounting


• 1-3 years of experience in accounting


• Organized, with a strong attention to detail


• Self-starter willing to do what it takes


• Ability to exercise good judgment and discretion with sensitive issues


• Excellent oral and written communication skills


• Strong skill set in Microsoft Office (Word, Excel, Outlook and PowerPoint)


• Experience with Quickbooks a plus