Family Office Bookkeeping Associate        

　　Department: Tax

　　Location: Austin and/or Round Rock, TX

　　Who We Are

　　Maxwell Locke & Ritter LLP (https://www.mlrpc.com/) 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” (https://www.mlrpc.com/articles/maxwell-locke-ritter-named-2021s-1-best-mid-sized-accounting-firm-to-work-for-by-accounting-today/) in the US for three of the past five 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,” (https://youtu.be/fZ6Aa8Zyngs)  while recognizing everyone’s version of “home” is unique to them

　　Leaning on our core values (https://www.mlrpc.com/culture/) 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 (https://www.instagram.com/MaxLocRit/) (@maxlocrit) and watch this video (https://youtu.be/-Q8olxEA-aI) 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 (https://www.mlrpc.com/diversity-equity-and-inclusion/) 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

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