Accountant – Family Office, Fort Lauderdale, FL

Accountant– Family Office – unique opportunity!

Are you looking for a unique opportunity to use your superb accounting skills with a sophisticated client base?  Be part of growing our practice?  If so, read on!  Templeton & Company is currently searching for a talented Accountant for its Family Office Group located in our Fort Lauderdale office.   The Family Office is a team within Templeton & Company, an independent, regional public accounting firm.  The Family Office serves the needs of Templeton’s high net worth clients and those with family-owned businesses to satisfy their daily financial needs.  We take great pride in ensuring that our specialized group of clients can relax and enjoy their wealth while our team does the heavy lifting, providing innovative and customized approaches and a variety of services to meet the needs of our clients.

This is your opportunity to work with multiple corporate entities owned by a select group of entrepreneurial clients.  The Family Office is a testimony to who our firm is: we have listened to our clients and have taken on what they need beyond audit and tax, providing services far beyond the traditional Family Office.   Our clients chose and trust us to take care of their operating entities.  With oversight for ongoing accounting, financial, governance, investment consulting, and tax needs, we distinguish our Family Office Group by the robust relationships we form with our clients.

Why Templeton?

We are an award winning, local regional accounting firm serving South Florida, primarily from Broward to Palm Beach. We offer large firm capability garnered from our leadership team’s previous experience, with a level of quality rare among smaller firms.  Our non-bureaucratic culture with an emphasis on training and learning through our membership in the BDO Alliance, and our personal touch are just part of what makes us different.  It’s all about the client at T&C.  We have been honored by the South Florida Business Journal as Power Leaders in Accounting for 4 years in a row, as well as 2015 and 2016 Top 300 firms.

About the position:

This is an opportunity to become involved in a variety of accounting activities to serve the needs of our clients – on both a personal level and for various other types of entities.  The primary focus of the position is general ledger accounting, reconciliations and monthly financial statements.  You will also have some transaction processing and there will be ample opportunities to be involved in special projects within the firm.

 Our ideal candidate:

 We are seeking a “utility player” with the ability to see potential, both for growth and being open to doing things differently (vs. this is the way we’ve always done it).  You have a curious mind and see the possibilities of what can be, not the limits.  Meticulously detailed, you produce highly accurate and polished work.  You are positive, energetic with an ability to work independently and as part of a team.  You are capable of performing complicated tasks, but do not mind performing highly transactional work.

Skills/Experience/Knowledge required:

  • Minimum 5 years accounting experience, preferably serving multiple clients at a time
  • Strong knowledge of general accounting principles
  • Experienced with financial statements
  • CPA license required
  • Bachelor’s degree in Accounting required
  • Very strong skills in Excel
  • Strong skills in QuickBooks Online and Desktop; Great Plains/MS Dynamics a plus
  • Tax preparation (individual and/or corporate) of added value
  • Willing to travel to client locations including those in West Palm Beach when required