Senior Accounting Professional for High-Net-Worth Families
2 days ago
As a Senior Accounting Professional at Jobot, you will have the opportunity to work with high-net-worth families and individuals, providing expert accounting services and financial guidance. This is a hybrid role, offering a perfect balance between work and personal life.
**About Us**
Jobot is a leading national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses, and nonprofit organizations. Our team of experts includes attorneys, tax advisors, financial planners, and investment professionals who are passionate about providing objective financial advice and oversight.
**Why Join Us?**
We offer a comprehensive benefits package, including a salary range of $60,000 - $85,000 per year, bonus opportunities, and a roadmap to promotional growth. As a member of our team, you will enjoy a flexible scheduling arrangement, allowing you to maintain a healthy work-life balance.
**Key Responsibilities**
- Provide accounting services to high-net-worth families and individuals, including bill payment and financial statement preparation.
- Collaborate with clients to understand their financial needs and develop tailored solutions.
- Prepare client reports, including financial statements and spending reports.
- Assist with forensic accounting for matrimonial actions and create presentations of findings for counsel and the court.
- Maintain accurate records and ensure compliance with relevant regulations.
**Requirements**
- 3+ years of accounting or bookkeeping experience required.
- Bachelor's degree preferred but not required.
- Prior experience with a business management firm, family office, or CPA firm is essential.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
**Estimated Salary Range:** $60,000 - $85,000 per year
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