Matter Family Office is a multi-family office dedicated to helping families thrive for generations. Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. Louis, Denver, and Dallas. Our collaborative culture blends accountability and trust with optimism and fun.
Job DescriptionThe Senior Accountant owns the day-to-day financial relationship for a portfolio of Matter families and their related entities. This client-facing role reviews the work of Staff Accountants, coordinates with outside legal, financial, and tax professionals, and escalates complex or sensitive matters to the Accounting Manager. It suits someone who catches errors before anyone else, thrives in a fast-paced, deadline-driven environment, and wants to help develop a growing team.
Responsibilities- Serve as the primary point of contact for an assigned book of client families, handling routine bill-pay and reporting requests
- Review financial statements (P&L, balance sheet, net worth) and bookkeeping prepared by Staff Accountants before publication
- Review and, where needed, execute accounts payable and payroll
- Own budget-vs-actual analysis and contribute to budgeting and forecasting
- Participate in Matter's monthly peer-review and internal-audit process
- Coordinate with vendors, banks, accountants, attorneys, and financial advisors
- Mentor and guide Staff Accountants
- Prepare reports and follow-up items for client meetings
- Bachelor's degree in accounting or a related field; CPA (or progress toward it) preferred
- 4+ years of accounting experience, including 3+ years with QuickBooks Online and Bill.com
- Proven bookkeeping mastery and the ability to review and correct others' work
- Intermediate to advanced knowledge of partnership accounting, book vs. tax, and estate-planning mechanisms
- Understanding of what CPAs need for quarterly estimates and accurate tax returns
- Experience managing family finances, including budgeting, bill pay, and cash flow
- Confident client communicator who is detail-oriented, organized, and self-directed
- Proven discretion with sensitive and confidential information
- Proficiency with Microsoft Office and Mac-based hardware and software
Matter offers medical and dental plans with HSA/FSA options, employer-paid disability and life insurance, a 401(k) with employer match, and 10 paid holidays plus competitive vacation and sick leave. We also support continuing education, career growth, and community involvement.
Equal OpportunityMatter Family Office is an equal opportunity employer and considers all qualified applicants without regard to any characteristic protected by law. We are unable to sponsor work visas.
Skills Required
- Bachelor's degree in accounting or a related field
- CPA certification or active progress toward CPA certification
- At least 4 years of accounting experience
- At least 3 years of experience with QuickBooks Online and associated applications, including Bill.com
- Proven bookkeeping expertise and ability to review and correct others' work
- Intermediate to advanced understanding of partnership accounting, book versus tax accounting, and estate-planning mechanisms
- Understanding of CPA requirements for quarterly estimated payments and timely, accurate tax returns
- Experience managing individual or family finances, including budgeting, bill pay, loans, investments, and cash flow
- Ability to perform and review complex cash-flow and financial-planning analyses
- Confident client-facing communication and third-party coordination skills
- Strong analytical, detail-oriented, organizational, and follow-up skills
- Excellent time-management skills in a high-volume, fast-paced, deadline-driven environment
- Proactive, self-motivated, self-directed work style with a strong sense of urgency
- Ability to handle sensitive and confidential information
- Intermediate to advanced knowledge of Microsoft Office Suite and Mac-based hardware and software
What We Do
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 exceptional investment management, wealth planning and coordination, and culture and legacy 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.
