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Staff Accountant
2 months ago
We are seeking a highly organized and detail-oriented Staff Accountant to join a dynamic team. The ideal candidate will have a strong understanding of accounting principles, excellent analytical skills, and proficiency in accounting software. If you are a proactive problem solver with a passion for numbers and a commitment to accuracy, we invite you to apply for this opportunity to contribute to the organization's financial success.
Key Responsibilities:
- Prepare monthly financial reports for high-net-worth individuals and their families.
- Manage accounts payable and accounts receivable processes, including processing invoices and payments.
- Maintain General Ledger(s) and interest schedules.
- Coordinate with several internal departments.
- Reconcile bank accounts and investment portfolios monthly.
- Assist senior accountant and managing director with the execution of key projects spanning many strategic areas including investments, estate planning, taxes, philanthropy, Art, and physical asset management.
- Manage internal documentation and data retention procedures.
- Provide excellent customer service to high-net-worth individuals and their families.
Qualifications:
- Bachelor's degree in Accounting or Finance.
- 1-3 years of related Accountant work experience.
- Strong understanding of accounting principles and practices.
- Excellent attention to detail and accuracy.
- Ability to work independently and as part of a team.
- Strong analytical and problem-solving skills.
- Proficient in Microsoft Excel.
- Knowledge of accounting software, such as QuickBooks or Sage.
- Excellent verbal and written communication skills.
- Knowledge of investing and tax preparation is a plus.