Family Office Bookkeeping Associate

Family Office Bookkeeping Associate
Department: Tax
Location: Austin and/or Round Rock, TX

Who We Are
Maxwell Locke & Ritter LLP is the largest locally owned accounting firm in the Greater Austin area. We’re known for offering exceptional work-life balance and for our dedication to our people, our clients, and our community. We’ve been named Accounting Today’s  “#1 Best Mid-sized Accounting Firm to Work For” in the US three of the past four years, with a 2nd place ranking in 2020.

What Sets Us Apart

We’re redefining what it means to work in public accounting by:

• Instilling the belief that “No success at work is worth failure at home,” while recognizing everyone’s version of “home” is unique to them
• Leaning on our core values and showing genuine care and concern for one another
• Empowering our people to do what’s best for them, while providing exceptional client service
• Cultivating an environment that allows our people to thrive personally
• Investing in the professional growth of our people No success at work is worth failure at home

Want to see it for yourself? Check out our Instagram (@maxlocrit) and watch this video to learn about the employee experience at ML&R.

What You’ll Be Doing

As a family office associate, you will provide financial services to ultra-high net worth clients, including bill pay, payroll administration, insurance management, cash flow planning, and financial reporting in QuickBooks. You will also assist our tax group by creating financials from investment statements and preparing 1099s and payroll reports on a quarterly basis. Communication skills are important in this position, as you will regularly communicate with our clients and client employees. This Austin-based role presents a unique opportunity for fast professional development and exposure to Austin’s most influential family offices.

How You Can Grow

Unlike traditional accounting firms, our people create their own personalized career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we’ll assist you with finding a career path that works for you.

Our Commitment to DEI

As a firm that embraces people from different backgrounds, we encourage applications from those who identify with the BIPOC or LGBTQ+ communities, possess visible or hidden disabilities, and/or have served in the military. Let us know if you prefer certain pronouns or if you need reasonable accommodations at any point throughout our recruitment and selection process.

Maxwell Locke & Ritter is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion at all levels of our firm. To support this endeavor, our DEI committee focuses internal efforts on awareness, recruitment, and outreach.

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.

What We Offer:

• PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays
• Paid parental leave and paid bereavement leave
• Annual bonus through profit-sharing plan
• 401(k) plan including profit-sharing contribution
• Insurance: 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
• Continuing professional education
• Hybrid, flexible scheduling
• Many more perks and benefits

(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.)

What We’re Looking For:

• Minimum 5 years of experience as a full charge bookkeeper and/or office manager, including financial statement preparation or working in a family office
• Extensive experience with QuickBooks (online and desktop versions), including payroll, accounts payable, account reconciliations and journal entries
• Understanding of and experience with payroll tax processing and federal and state payroll return preparation (W-2, TWC, 941)
• Excellent verbal and interpersonal communication skills and present a professional image both in person and over the phone
• Must have the ability to maintain confidentiality
• Excellent written communication skills including strong spelling and grammar
• Must be organized and have the ability to set priorities and meet deadlines while working independently
• Ability to maintain a high level of accuracy
• Experience managing multiple clients with varying needs and requirements
• Ability to handle interruptions and switch from task to task
• Familiarity with labor and OSHA laws
• Familiarity with Worker’s Comp Audits
• Experience with Microsoft Excel, Word and Outlook
• Must be comfortable with and able to learn new technology
• Familiarity with investment statement QuickBooks reporting highly preferred
• Experience with 401(k) employee reporting preferred
• Experience with federal 1099 tax filings preferred
• Associate’s or bachelor’s degree preferred
• Proficiency in conversational Spanish preferred