OUTSTANDING CAREER OPPORTUNITY IN THE FAMILY OFFICE INDUSTRY

Johnson Keland Management, Inc. has an outstanding opportunity for an accountant/bookkeeper to join our team in Racine, WI. (The title of this position is Client Representative.) This is a full-time position, Monday through Friday, 40 hours per week.

The Client Rep’s role is unique, varied and highly service-oriented. Responsibilities range from maintaining an accurate and current general ledger for clients and their related entities to coordinating clients’ personal finances, insurance and taxes. The position also provides administrative and concierge services for a variety of client matters.

To be successful in this position, you must have at least 5 years of previous accounting/bookkeeping experience and strong computer skills, including experience with Microsoft Word and Excel. Highly professional demeanor, outstanding service attitude, including excellent written and verbal communication skills are required. Demonstrated interpersonal skills including the ability to work flexibly with colleagues, adapt to change and champion company/team initiatives are vital. Strong organization and time management skills with attention to detail, ability to handle multiple tasks and follow-through on projects are also essential skills. A degree in accounting is strongly preferred.

Johnson Keland Management, Inc. is a professional Family Office that provides governance, strategic, tax and estate plannng, financial, advisory, wealth management and shareholder education as well as personal services to family clients.

Our company offers competitive compensation and an outstanding benefits package including medical, dental, vision, disability and life insurance coverage, 401(k), flexible spending and health savings accounts, paid time off, onsite fitness center, onsite dining, convenient paid parking, and an exceptional office environment in Downtown Racine.