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 with ability to review and correct others' work
Intermediate to advanced knowledge of partnership accounting and estate-planning mechanisms
Experience managing family finances, including budgeting and cash flow
Confident communicator, detail-oriented, organized, and self-directed
Proven discretion with sensitive information
Responsibilities
Serve as primary contact for assigned client families, handling bill-pay and reporting requests
Review financial statements and bookkeeping prepared by Staff Accountants
Execute accounts payable and payroll as needed
Own budget-vs-actual analysis and contribute to budgeting and forecasting
Participate in monthly peer-review and internal-audit processes
Coordinate with vendors, banks, accountants, and financial advisors
Mentor and guide Staff Accountants
Prepare reports and follow-up items for client meetings
Benefits
Medical and dental plans with HSA/FSA options
Employer-paid disability and life insurance
401(k) with employer match
10 paid holidays plus competitive vacation and sick leave
Support for continuing education and career growth
Encouragement of community involvement
Full Job Description
Job Description
The Senior Accountant owns the day-to-day financial relationship for a portfolio of Matter families and their related entities. This client-facing role reviews the work of Staff Accountants, coordinates with outside legal, financial, and tax professionals, and escalates complex or sensitive matters to the Accounting Manager. It suits someone who catches errors before anyone else, thrives in a fast-paced, deadline-driven environment, and wants to help develop a growing team. Responsibilities
Serve as the primary point of contact for an assigned book of client families, handling routine bill-pay and reporting requests
Review financial statements (P&L, balance sheet, net worth) and bookkeeping prepared by Staff Accountants before publication
Review and, where needed, execute accounts payable and payroll
Own budget-vs-actual analysis and contribute to budgeting and forecasting
Participate in Matter's monthly peer-review and internal-audit process
Coordinate with vendors, banks, accountants, attorneys, and financial advisors
Mentor and guide Staff Accountants
Prepare reports and follow-up items for client meetings
Qualifications
Bachelor's degree in accounting or a related field; CPA (or progress toward it) preferred
4+ years of accounting experience, including 3+ years with QuickBooks Online and Bill.com
Proven bookkeeping mastery and the ability to review and correct others' work
Intermediate to advanced knowledge of partnership accounting, book vs. tax, and estate-planning mechanisms
Understanding of what CPAs need for quarterly estimates and accurate tax returns
Experience managing family finances, including budgeting, bill pay, and cash flow
Confident client communicator who is detail-oriented, organized, and self-directed
Proven discretion with sensitive and confidential information
Proficiency with Microsoft Office and Mac-based hardware and software
Benefits
Matter offers medical and dental plans with HSA/FSA options, employer-paid disability and life insurance, a 401(k) with employer match, and 10 paid holidays plus competitive vacation and sick leave. We also support continuing education, career growth, and community involvement.
