Company Information:
Established over 50 years ago, Waycrosse, Inc. is a single-family office based in Wayzata, MN with approximately 60 employees. We provide comprehensive wealth management services to our clients including facilitating legal services, tax, insurance, and investments. We are passionate about being the most trusted partner to our clients and look for individuals who can deliver outstanding service with the utmost confidentiality. If you are looking for a workplace that fosters an inclusive culture, strives to attract, develop, and retain top caliber talent through competitive rewards, while ensuring alignment with our values and achievement of our mission we would love to meet you.
General Overview:
The Senior Accountant works closely with other Waycrosse Professionals in various income tax and accounting projects. In this position, multi-tasking is required with time and information sensitive activities. The Senior Accountant is in a supporting role to the Family Advisor Group.
Key Areas of Responsibility:
- Preparing and updating scheduled and managing workflows related to client meetings/requests
- Prepare and update individual, foundation, trust and entity cash flow statements
- Trust administration, including trust accounting, journal entries, distribution requests and meeting material preparation for Trusts
- Review quarterly financial statements and monthly cash transaction statements
- Compile information and review tax estimates and tax returns for Individual, Trust, Entity and Foundation tax returns
- Perform ad hoc duties and handle special projects as requested (ie: new account set up, bill payment, scanning, preparing journal entries, ACH and wire transfer requests, etc.)
Professional Qualifications:
- Bachelor's degree in accounting, finance or business required
- CPA or CFP preferred.
- 3+ years’ experience in accounting and tax (individual and trust) preferred.
- Advanced Excel skills and proficiency using Microsoft Office products which include Outlook, PowerPoint, and Adobe
- Desire to grow and learn new tools, technologies and enhance processes
- Must be a self-starter, take initiative and work effectively as a part of a team.
- Strong organizational skills and ability to multi-task.
- Superior interpersonal and written communication skills.
- Must maintain a high level of confidentiality and discretion in handling sensitive information.
- Will be asked to take on tasks at several levels of experience and must be open and willing to support all levels required
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience level:
Schedule:
Education:
Experience:
- Accounting: 5 years (Required)
Work Location: Hybrid remote in Wayzata, MN 55391