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$80k–$100k/yr
Full-time
bachelor degree
Competitive Salary, Annual Performance-Based Bonus, Medical Health Plan, Dental Health Plan, Health Savings Account, Health Flexible Spending Account
Posted 15d ago
~40 hrs/week
Responsibilities
The Senior Accountant serves as the primary point of contact for a portfolio of client families, managing day-to-day financial needs and client relationships. They are responsible for reviewing financial statements prepared by staff, overseeing accounts payable and payroll, and mentoring junior team members.
Requirements
Candidates must hold a bachelor's degree in accounting or a related field, with a CPA preferred. At least 4 years of accounting experience is required, including proficiency in QuickBooks Online and a strong understanding of partnership accounting and tax mechanisms.
Full job description
Company Description
Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth.
Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work intentionally, and build meaningful relationships with Matter families and each other.
Job Description
Do you enjoy being the person clients trust with their day-to-day financial lives? Are you the one who catches the error before anyone else does — and knows how to fix it? Do you thrive in a fast-paced, high-volume, deadline-driven work environment? Matter Family Office is looking for an experienced accounting professional with these qualities who is ready to own client relationships and help develop a growing team.
The Senior Accountant is a key client-facing role in our independent multi-family office, working side by side with internal team members, client vendors, and outside legal, financial, and tax professionals. This role owns the day-to-day relationship for a portfolio of client families and their related entities — serving as the primary point of contact on client email distribution lists — while reviewing the financial statements and bookkeeping prepared by Staff Accountants and escalating complex or sensitive matters to the Accounting Manager.
This includes responsibilities such as:
Serve as the primary day-to-day point of contact for an assigned book of client families, monitoring client email distribution lists and responding to routine, lower-complexity items (bill-pay questions, light reporting requests).
Review financial statements (P&L, Balance Sheet, net worth) and bookkeeping prepared by Staff Accountants for standard clients, ensuring accuracy before publication.
Review and, where needed, execute accounts payable and payroll; confirm timely and accurate processing.
Own budget-vs-actual analysis for assigned clients and contribute to budgeting and forecasting.
Participate in the firm's rolling monthly peer-review and internal-audit process across client entities.
Coordinate with third parties, including vendors, bank representatives, accountants, attorneys, and financial advisors.
Escalate complex, strategic, or sensitive matters to the Accounting Manager with recommended solutions.
Mentor and provide day-to-day guidance to Staff Accountants and support their development.
Assist in client-meeting preparation and follow-up by issuing reports and ensuring relevant tasks are completed.
Complete special projects as requested.
Qualifications
Bachelor’s degree in accounting or a related course of study; CPA (or active progress toward it) preferred.
4+ years of accounting experience, including 3+ years with QuickBooks Online and associated apps (Bill.com).
Proven bookkeeping mastery, plus the ability to review and correct the work of others.
Intermediate to advanced understanding of partnership accounting, book vs. tax, and estate-planning mechanisms.
Strong grasp of what CPAs require to calculate quarterly estimated payments and complete timely, accurate tax returns on behalf of clients.
Experience managing individual/family finances, including budgeting, bill pay, loan/investment mechanics, and cash flow.
Ability to perform and review complex cashflow and financial-planning analyses.
Confident, client-facing communicator — able to field day-to-day questions (bill pay, light reporting) directly with clients and coordinate with third parties.
Analytical, detail-oriented, organized, and diligent with follow-up.
Excellent time-management skills in a high-volume, fast-paced, deadline-driven environment.
Proactive, self-motivated, and self-directed with a strong sense of urgency.
Demonstrated ability to handle sensitive and confidential information.
Intermediate to advanced knowledge of Microsoft Office Suite and Mac-based hardware/software.
Benefits
Competitive Salary and Annual Performance-Based Bonus
Medical and Dental Health Plans
Supplemented Health Savings Account and Health Flexible Spending Account
Dependent Care Flexible Spending Account
Employer Supplemented Health Reimbursement Account Plan
Short- and Long-term disability coverage paid for by the employer
Paid Group Life Insurance
Flexible 401(k) retirement benefits with employer matching
10 paid holidays per year plus competitive vacation and sick leave
Cell phone reimbursement plan
Opportunity for advancement based on performance, personal growth, and cultural fit
Work with a team-oriented culture that supports continuing education and career growth
Strong support for volunteer, community and/or industry involvement
Additional information
All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.
At Matter, families are our number-one priority.
We lead the way on a purpose-driven path that supports each family’s unique goals and values through our integrated investment management, family learning & communication, wealth planning, family operations, and project management services.
By guiding families through strategies that foster trust and communication, support inheritance and succession planning, and encourage intentional decision-making, Matter helps them thrive along with their wealth.
Offices: 8001 Forsyth Blvd, Suite 950, St Louis, Missouri 63105, US · 255 Fillmore St, Suite 200, Denver, Colorado 80206, US · 3811 Turtle Creek Blvd, Dallas, Texas 75219, US · 2009 Fairview Road, PO Box #6251, Raleigh, NC 27628, US
Family OfficeWealth PlanningInvestment ManagementFamily OperationsProject ManagementAccountingFamily Learningand Family CommunicationConsultingFinancial Services
How many Administrative jobs are open in Denver, CO right now?
There are currently 1,749 open administrative positions in Denver, CO listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Denver, CO?
Companies currently hiring include Denver Health, Denver Public Schools, CCS Facility Services, Sage Hospitality, AIR Communities, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Denver, CO?
Yes — 367 of the 1749 open administrative positions offer remote or hybrid work (77 remote, 290 hybrid).
How do I apply for Administrative jobs in Denver, CO?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.