ACCOUNTANT/BOOKKEEPER

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, on-site position that will work at our company office in Racine, 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. Prior experience with investment accounting/reconciliation is preferred. Highly professional demeanor, outstanding service attitude, including excellent written and verbal communication skills are required. Demonstrated interpersonal and team collaboration 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 proactive follow-through on projects are also essential skills. An accounting degree is strongly preferred.  

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

We provide an outstanding compensation and benefits package, including medical, dental, vision, disability and life insurance coverage, health savings, health reimbursement and flexible spending accounts, 401(k), paid vacation/time off, on-site fitness center, on-site dining, subsidized child care, convenient paid parking, and an exceptional office environment overlooking beautiful Lake Michigan in Downtown Racine. 

While we offer the day-to-day flexibility of a professional work environment, the expectation is for this position to work at the company office on a full-time basis. At JKM, we strive to create a positive, inclusive, and collegial workplace culture. We believe that JKM people can achieve their best when they collaborate and work together in person.