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Family office Accountant
2 months ago
Our client, an ultra high net worth family office in New York, is seeking a Family Office Accountant for their office. This hybrid role involves 3 days in the office.
Responsibilities include:
- Maintain balance sheets and financial exhibits for large clients
- Create presentations for clients
- Document procedures
- Track cash flow, expenses, and balance sheets in QuickBooks
- Provide business management services like payroll and vendor coordination
Requirements:
- Bachelor's degree preferred
- Minimum 2 years of accounting or bookkeeping experience
- Prior experience with a family office or CPA firm is a plus
- Excellent oral and written communication skills for exceptional client service
- Proficiency in QuickBooks, MS Office, and analytical skills