Family Office Bookkeeping Associate

Family Office Bookkeeping Associate

Department: Tax

Location: Downtown Austin, TX

Maxwell Locke & Ritter LLP, the largest locally owned and managed accounting firm in the greater Austin area, known for the exceptional work-life balance offered to its employees, is seeking talent experienced in family office bookkeeping to join their growing team. The family office bookkeeping associate is responsible for providing bookkeeping, administrative and clerical services to individuals and their businesses.

Highly regarded in the Austin community and the accounting industry at large, the firm has received numerous prestigious awards, including the “#1 Best Mid-sized Firm to Work For” in the nation by Accounting Today in 2019.

Additional awards received within the last three years include:

Accounting Today

  • “Best Accounting Firms to Work For”
  • “Best Accounting Firms for Women”
  • “Top 100 Regional Leaders”
  • “Beyond the Top 100: Firms to Watch”

Inside Public Accounting

  • “Best of the Best Firms”
  • “Top 200 Firms”
  • “200 Fastest Growing Firms”

Austin Business Journal

  • “Healthiest Employers in Central Texas”

American Heart Association

  • “Fit-Friendly Workplace – Gold Award”

Watch this video to learn about Maxwell Locke & Ritter’s involvement in the community and check out our Instagram (@maxlocrit) to get a better idea of our day-to-day workplace culture.

Maxwell Locke & Ritter LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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Benefits Include: 22 days paid time off (increases with firm tenure) plus eight paid holidays and two floating holidays, continuing professional education, 401(k) plan including profit sharing contribution, annual bonus through profit sharing plan, medical insurance, cafeteria plan including medical and dependent care flexible spending accounts, dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability, employee assistance program, paid parental leave and paid bereavement leave.

(Employees must work a minimum of 30 hours a week to be eligible for the following benefits:  Medical, Dental, Vision, Health Savings Account, Limited Purpose Medical Flexible Spending Account, Full Medical Flexible Spending Account, and Dependent Care Flexible Spending Account, Term Life and AD&D, Long-term Disability and Employee Assistance Program.)

Other Perks Include: Family friendly and flexible work environment, firm-wide wellness program and onsite gym access at Frost Bank Tower, discounted monthly parking or commuter pass, complimentary in-office massages during busy season, formal coaching program, firm-wide community service activities, regular firm socials and team-building activities and much more!


  • Serve as primary client contact
  • Reconcile bank statements
  • Record journal entries
  • Prepare financial statements
  • Process accounts payable and payroll
  • Code activity and enter data
  • Prepare 940s, 941s, W2s and1099s
  • Respond to notices from regulatory agencies
  • Prepare property tax renditions
  • Prepare sales tax returns
  • Create specialized reports to meet the specific needs of each individual family group
  • Leverage technology to help optimize workflow as well as the client experience
  • Other tasks as assigned

Required Qualifications:

  • Minimum 5 years of experience as a full charge bookkeeper including financial statement preparation or working in a family office
  • Extensive experience with QuickBooks (online and desktop versions), including accounts payable, account reconciliations and journal entries
  • Experience with Microsoft Excel, Word and Outlook
  • Ability to maintain a high level of accuracy
  • Must be comfortable with and able to learn new technology
  • Excellent written communication skills including strong spelling and grammar
  • Excellent verbal and interpersonal communication skills and present a professional image both in person and over the phone
  • Must be organized and have the ability to set priorities and meet deadlines while working independently
  • Must have the ability to maintain confidentiality

Preferred Qualifications:

  • Associate’s or Bachelor’s degree preferred
  • Familiar with investment statement QuickBooks reporting highly preferred
  • Understanding of and experience with payroll tax processing and federal and state payroll return preparation (W-2, TWC, 941)
  • Experience with federal 1099 tax filings
  • Knowledge and experience with IRS FIRE system is a plus

More About Maxwell Locke & Ritter LLP

Being a great place to work, where our employees reach their full potential and provide exceptional service to our clients and the community, is a key part of our business vision. Consequently, we have an exceptionally low turnover rate. This benefits our clients by allowing them to develop trusting, longstanding relationships with our experienced accountants. When they request our tax services and other specialties, our clients become an important part of our family, and we become a dependable financial advisor to theirs.



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