Family Office - Bookkeeping Associate

Family Office Bookkeeping Associate        
Department: Tax
Location: Round Rock, TX

Who We Are
Maxwell Locke & Ritter LLP is the largest locally owned accounting firm in the Greater Austin area. We’re known for offering exceptional work-life balance and for our dedication to our people, our clients, and our community. We are proud to have been included in Accounting Today’s "Best Midsized Firms to Work For" list for 13 consecutive years. In the past six years, we’ve earned the No. 1 ranking three times.

What Sets Us Apart
We’re redefining what it means to work in public accounting by:

• Instilling the belief that “No success at work is worth failure at home,” while recognizing everyone’s version of “home” is unique to them
• Leaning on our core values and showing genuine care and concern for one another
• Empowering our people to do what’s best for them, while providing exceptional client service
• Cultivating an environment that allows our people to thrive personally
• Investing in the professional growth of our people

Want to see it for yourself? Check out our Instagram (@maxlocrit) and watch this video to learn about the employee experience at ML&R.

What You’ll Be Doing
As a family office associate, you will provide financial services to ultra-high net-worth clients, including bill pay, payroll administration, insurance management, cash flow planning, and financial reporting in QuickBooks. You will also assist our tax group by creating financials from investment statements and preparing 1099s and payroll reports on a quarterly basis. Communication skills are important in this position, as you will regularly communicate with our clients and client employees. This Round Rock-based role presents a unique opportunity for fast professional development and exposure to Central Texas’ most influential family offices.

What We’re Looking For:

• Minimum of 5 years of experience as a full-charge bookkeeper and/or office manager, including financial statement preparation or working in a family office
• Extensive experience with QuickBooks (online and desktop versions), including payroll, accounts payable, account reconciliations and journal entries
• Understanding of and experience with payroll tax processing and federal and state payroll return preparation (W-2, TWC, 941)
• Excellent verbal and interpersonal communication skills and present a professional image both in person and over the phone
• Must have the ability to maintain confidentiality
• Excellent written communication skills, including strong spelling and grammar 
• Must be organized and have the ability to set priorities and meet deadlines while working independently
• Ability to maintain a high level of accuracy
• Experience managing multiple clients with varying needs and requirements
• Ability to handle interruptions and switch from task to task
• Experience with Microsoft Excel, Word and Outlook
• Must be comfortable with and able to learn new technology
• Familiarity with investment statement QuickBooks reporting highly preferred
• Experience with federal 1099 tax filings preferred
• Associate’s or bachelor’s degree preferred
• Proficiency in conversational Spanish an asset

How You Can Grow
Unlike traditional accounting firms, our people create their own personalized career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we’ll assist you with finding a career path that works for you.

Maxwell Locke & Ritter LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

What We Offer:

• PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays
• Paid parental leave and paid bereavement leave
• Annual bonus through profit-sharing plan
• 401(k) plan including profit-sharing contribution
• Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability
• Employee assistance program
• Continuing professional education
• Hybrid, flexible scheduling
• Many more perks and benefits

(Employees must work a minimum of 30 hours a week to be eligible for the following benefits: Medical, Dental, Vision, Health Savings Account, Limited Purpose Medical Flexible Spending Account, Full Medical Flexible Spending Account, and Dependent Care Flexible Spending Account, Term Life and AD&D, Long-term Disability and Employee Assistance Program.)