H.W. Kaufman Group

  • Family Office Accountant

    Location US-MI-Farmington Hills
    Category
    Accounting/Finance
    Job Type
    Regular Full-Time
  • New Kaufman Logo

    Responsibilities

    As a privately owned company, H.W. Kaufman Group has the unique ability to adjust swiftly and decisively to market trends, employ new strategies for meeting our customers’ needs, and address the increasing demands in a competitive market. With a global footprint and an experience of over four decades, we have helped our clients deliver exceptional results. 

     

    The Family Office Accountant will be responsible for the preparation of various financial statements, investment reports, journal entries, and account reconciliations for members of the founding family of H.W. Kaufman Group. This exciting position has many opportunities for growth!

     

     

    THE OPPORTUNITY:

    • Family Office team supports owner and family in business related matters
    • Responsible for recording transactions, reconciling bank accounts and credit cards, forecasting cash, and preparing financial statements
    • Assist with income tax, estate tax, and property tax planning and compliance
    • Perform investment analysis and market review
    • Opportunities to participate in strategic initiatives
    • Responsible for organizing and maintaining supporting documentation

    Qualifications

    • Bachelor’s degree in Accounting or related field, or equivalent combination of education and work experience
    • Minimum of 4 years’ experience, including at least 2 years’ experience in personal financial accounting or bookkeeping
    • Experience reconciling financial information (cash, accounts receivable, accounts payable, etc.)
    • Experience with QuickBooks accounting software
    • Proven attention to detail, quick turnaround times, and ability to prioritize to meet deadlines
    • Demonstrated understanding of the importance of personal information security (tax info, medical info, etc.)

     

    COMPENSATION PACKAGE:

    • Competitive base compensation
    • Health benefits & 401K with employer match
    • Employer paid continuing education courses and designations
    • Many opportunities for career advancement

    About Our Company

    The H.W. Kaufman Group is a global, forward-thinking specialty insurance organization that includes 15 companies with more than 2,000 professionals at 60 offices across the U.S., Canada and UK. With an ever-broadening group of companies in our portfolio, there is simply not a more unique professional experience in the specialty insurance business than joining one of the H.W. Kaufman Group organizations. 

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