Senior Accountant, Family Office

NFP•Melville, NY

3d•$85,000 - $105,000

About The Position

The successful candidate will work directly supporting our Family Office Accounting team to handle the accounting and financial reporting needs of a select group of high-net-worth families, accomplished executives, business owners, elite athletes, and entertainers. If you believe you are a high performer who would thrive in this environment, the Senior Family Office Accountant role is an excellent opportunity to expand hands on experience in the wealth management industry. We believe with the right talent and desire to grow; we can train and onboard you to succeed in your role.

Requirements

Bachelor's degree in Accounting, Economics, or Finance.
3-5 years of related experience
Excellent attention to detail with high accuracy, excellent organizational skills
Excellent communication and interpersonal skills
“Roll up your sleeves” work ethic, tenacity, and willingness to go the extra mile
Resourceful, decisive, critical thinker
Must be a team player, enthusiastic and reliable

Nice To Haves

Master's preferred
CPA designation is preferred
Financial Industry/Family Office experience a plus
Expert in QuickBooks accounting software
Knowledge and expertise in Microsoft Office products.

Responsibilities

Prepare and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients.
Oversee bill pay functions
Handles day to day for accounts payables functions including vendor management, invoice review and creation of wires for approval.
Prepare cashflow planning for high net-worth clients including budgeting and forecasting.
Prepare/detail review timely and accurate financial reports and analyses.
Perform adâhoc financial analyses and execute projects as required.
Maintain client household payroll.
Oversee/train junior staff to ensure accuracy of books and records.
Liaise and develop strong working relationships with internal service team members.