Position: Business Management - Senior Accountant
New York City office of National Wealth management Firm serving high-net-worth individuals and their families has an immediate need for a hands-on Senior Accountant with Business Management experience and proficiency with QuickBooks.
Qualified candidates must have experience working at a Family office or CPA firm.
Responsibilities:
- Provide accounting / bookkeeping services for multiple clients including payroll, bill paying, coordinating with vendors
- Work on various ad hoc projects and support other team members.
- Perform administrative functions and operational duties.
- Prepare client specific reports including financial statements and spending reports.
- Assist with the forensic accounting for matrimonial actions and create presentations of findings for counsel and the court.
- Create and maintain written procedures on all aspects of this position, including “what and how to” manuals for each client
- Continue to always working to improve efficiency and minimize errors
Qualifications:
- 3+ years of accounting or bookkeeping experience required.
- Bachelor's degree preferred but not required.
- Prior experience with a family office or CPA firm is necessary
- Excels in a team-based, client-centric culture.
- Able to work independently on project-type assignments.
- Knowledge of QuickBooks required.
- Strong MS Office skills
- Willingness to work until work is done
- Excellent oral and written skills
- Ability to provide a world-class client experience
- Ability to collaborate with insightful, experienced colleagues to deliver exceptional service
- Strong affinity for financial services
- Exceptional communication, organization, and prioritization skills
Benefits:
- Salary $ 90k to $100k (Flexible based on experience, expertise and qualifications)
- Position is bonus eligible
- Health insurance, dental insurance, vision
- Transit/parking reimbursement.
- Work remotely three days per week
Job Type: Full-time
Pay: $90,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Experience level:
Schedule:
Application Question(s):
- What is your desired salary range?
- Reminder to please provide your resume in a Word document.
Experience:
- Accounting: 3 years (Required)
Ability to Commute:
- New York, NY 10017 (Required)
Work Location: Hybrid remote in New York, NY 10017