Bookkeeping Manager manages and oversees all the bookkeeping staff. Responsible for the practices and procedures to ensure timely and accurate records and reports. Being a Bookkeeping Manager provides assistance to other financial function: budgets, payroll, etc. May require a bachelor's degree. Typically reports to a head of a unit/department. The Bookkeeping Manager supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Bookkeeping Manager typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
About Cresset
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, which has surpassed $40 billion in assets under management. Cresset Partners, our private investing group, offers clients direct access to real estate, private equity, and other investment opportunities. Since Cresset’s inception in 2017, the firm has grown to over 400 team members in more than twenty offices throughout the United States.
Job Description
Cresset is seeking an Associate, Bill Pay and Bookkeeping, who will operate within our CFO Services team. This position is hands-on, requiring experience in bill payment, including classification and recording of bank account and credit card details, and experience in bookkeeping including recording all transactions for a given entity, and production of basic financial reports. Understanding of operational accounting, cash management, and payroll functions are important to success. This role will have direct interaction with Cresset Family Office clients serving the needs of high-net worth individuals, families, and business owners in a fiduciary capacity. This position will report directly to the Managing Director, CFO Services.
Key Responsibilities
Qualifications
Additional Pluses – not required but could indicate growth potential within the team
What We Offer
At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. As such, Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
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