Client Service Accounting Analyst

Hours: Full time employment, but hours need to be between 9-5 mountain time zone or 11-7 eastern time zone.

Reports To: Vice President of Operations

Job Summary:

The Junior Accountant & Client Administrator at Sovereign Family Office plays a critical support role in managing and evaluating client data, utilizing financial technology, and providing administrative and accounting assistance for high-net-worth families. This role blends back-office precision with front-line responsiveness to help ensure timely, accurate, and well-organized financial deliverables for clients with complex assets and entity structures.

Key Responsibilities:

Client Deliverables & Data Management

• Support the preparation and delivery of financial planning materials by gathering, organizing, and maintaining client data related to complex assets across multiple entities, including:
• Business and personal financial reports
• Asset management reports
• Cash flow projections
• Tax strategy documentation
• Whole-picture wealth planning materials
• Assist with onboarding clients into new wealth management software platforms, ensuring data accuracy and completeness throughout setup.

Internal Bookkeeping & Entity Administration

• Perform internal bookkeeping tasks including data entry, account reconciliation, and report preparation.
• Support the ongoing maintenance and compliance needs of client-owned LLCs and other entities, including tracking deadlines, filings, and documentation.
• Collaborate with internal and external partners (e.g. tax professionals, legal advisors) to ensure accuracy and timeliness of entity-related tasks.

Client Administrative Support

• Act as a backup resource for inbound client service requests, ensuring timely response and coordination for financial tasks, document requests, and general inquiries.
• Update and monitor internal task boards to ensure visibility of progress on client deliverables, planning milestones, and pending action items.
• Help maintain a high standard of care and consistency across all client-facing work.

Qualifications:

• Bachelor’s degree in Accounting OR equivalent experience in tax or bookkeeping field
• Working experience with Excel, QuickBooks, or other accounting software
• Experience with design software (powerpoint, canva or figma) preferred
• Working knowledge of financial reporting frameworks, tax preparation framework
• Familiarity with wealth management and financial planning concepts a plus
• Strong organizational skills and attention to detail
• Excellent communication skills, both written and verbal
• Ability to handle confidential information with integrity and discretion

Key Competencies:

• Client-focused mindset with a heart for service
• Strong attention to detail and process execution
• Ability to prioritize and manage multiple tasks
• Technologically proficient and quick to learn new systems
• Collaborative team player with a proactive approach