Senior Accountant - Client-Facing & Growth Path

Matter Family Office; Denver (CO); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Health Savings Account

Flexible Spending Account (FSA)

Dependent Care FSA

401(k) with employer match

Life insurance

Disability insurance

Paid holidays

Vacation and sick leave

Cell phone reimbursement

Career growth & education support

Job summary

Matter Family Office is seeking an experienced Senior Accountant to own client relationships and oversee day-to-day accounting for a portfolio of families. You will review statements, coordinate with third parties, and mentor staff accountants in a fast-paced, high-volume environment.

The role emphasizes accuracy, discretion with confidential information, and collaboration across teams to support family financial planning and reporting.

Qualifications

• Bachelor’s degree in accounting or related field; CPA preferred.
• 4+ years of accounting experience, including 3+ years with QuickBooks Online and Bill.com.
• Proven bookkeeping mastery and ability to review others’ work for accuracy.
• Knowledge of partnership accounting, book vs. tax, and estate-planning mechanisms.
• Experience managing family finances, budgeting, bill pay, cash flow.
• Ability to perform complex cashflow and financial-planning analyses.
• Strong client-facing communication skills and coordination with third parties.
• Analytical, detail-oriented, organized with strong time management.

Responsibilities

• Serve as primary day-to-day contact for assigned client families; monitor email lists and respond to routine items.
• Review financial statements (P&L, Balance Sheet, net worth) and bookkeeping for accuracy.
• Review and execute accounts payable and payroll; ensure timely processing.
• Own budget-vs-actual analysis and contribute to budgeting/forecasting.
• Participate in monthly peer-review and internal-audit processes.
• Coordinate with vendors, bank reps, accountants, attorneys, and financial advisors.
• Escalate complex matters to Accounting Manager with recommended solutions.
• Mentor Staff Accountants and support their development.
• Assist in client-meeting prep and post-meeting follow-up with reports.

Skills

Accounting experience

QuickBooks Online

Bill.com

Budgeting

Tax returns

Client-facing

Analytical

Time management

Education

Bachelor’s degree in accounting

CPA in progress/preferred

Tools

Microsoft Office

Mac hardware/software

Job description

Matter Family Office is seeking an experienced Senior Accountant to own client relationships and oversee day-to-day accounting for a portfolio of families. You will review statements, coordinate with third parties, and mentor staff accountants in a fast-paced, high-volume environment.

The role emphasizes accuracy, discretion with confidential information, and collaboration across teams to support family financial planning and reporting.