Ascent Family Office Accounting Manager

at  US Bank National Association

Minneapolis, MN 55402, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate20 Oct, 2024USD 150480 Annual20 Jul, 2024N/AExceptions,Finance,Analytical Skills,Regulations,ReportingNoNo
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Description:

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

JOB DESCRIPTION

Position has management oversight for a small team of accounting specialists that support the accounting needs of an Ultra High Net Worth (UHNW) client family. Staff responsible for the accurate and timely processing of transactions, general ledger maintenance and reporting, and administration of accounting controls. Trains, motivates, assigns work, schedules work hours, checks results, and assists with performance reviews for assigned staff. Assists with the preparation of the annual budget, monthly forecasts, and monthly variance analyses. Researches and resolves various accounting issues. Ensures questions from both internal and external customers are researched and resolved in a timely manner. Participates in department and company projects and may lead smaller projects.
Engages directly with the client family and with the client’s other professional advisors, including their business managers and CPA firm. Must possess strong communication skills and be comfortable with presenting to the client family in an in-person meeting setting. Will also participate in the overall relationship management of the client family relationship and thus must partner well with other senior level wealth management professionals. Ideal candidates will hold their CPA, possess quiet confidence, be highly collaborative, as well as intellectually curious.

BASIC QUALIFICATIONS

  • Bachelor’s degree in accounting or finance (preferred) or related field, or equivalent work experience
  • Six or more years of accounting experience

PREFERRED SKILLS/EXPERIENCE

  • Thorough knowledge of accounting/bookkeeping principles, theories, and controls
  • Well-developed mathematical and analytical skills
  • Ability to identify and resolve exceptions and to analyze and interpret data
  • Ability to manage multiple tasks
  • Thorough knowledge of applicable financial laws, regulations and reporting requirements
  • CPA and management experience preferred
    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Responsibilities:

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by la


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Accounts Management

Graduate

Accounting or finance (preferred or related field or equivalent work experience

Proficient

1

Minneapolis, MN 55402, USA