Accountant
6 months ago
Our client is a family office dedicated to managing the financial affairs and investments of their high-net-worth family clients. They offer a range of services including wealth management, estate planning, tax preparation, and investment advisory. Our team is committed to providing personalized and comprehensive financial solutions. We are seeking a skilled Accountant with public accounting experience and a CPA designation to join their close-knit team.
Responsibilities:
- Prepare and maintain financial records, ensuring accuracy and compliance with relevant regulations.
- Manage general ledger entries and reconciliations.
- Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements.
- Assist with budgeting, forecasting, and variance analysis.
- Handle tax preparation and filings for individual and business entities.
- Assist in managing investment portfolios and tracking performance.
- Collaborate with other team members to provide comprehensive financial support to clients.
- Perform other accounting duties and ad-hoc projects as required.
Qualifications:
- Bachelor’s or Master’s Degree in Accounting
- CPA designation
- 2+ years of experience in public accounting
- Strong knowledge of accounting principles, practices, and regulations
- Proficiency in accounting software and Microsoft Office Suite, particularly Excel
- Excellent analytical and problem-solving skills
- Strong attention to detail and organizational skills.
- Ability to work independently and as part of a team
- Excellent communication and interpersonal skills
- Experience working with high-net-worth individuals or family offices is a plus
Benefits:
- 7% annual 401K contribution (no employee match required, immediate vesting)
- 100% paid benefits
- Paid paternity and maternity leave
- 20 PTO Days
- Lunch provided every Monday
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