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 the communities we serve. We are proud to have been included in Accounting Today's "Best Accounting 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.
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 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 their 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
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
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.)