HYBRID- Accounting Associate/HNW Family office

Leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Work-life balance - Does not track billable hours
Hybrid and flexible scheduling
Roadmap to promotional growth
Comprehensive benefits package
Bonus

Key highlights and requirements for the role:

• Must have family office experience and experience working directly with clients
• Pays bills for clients
• Will have to juggle different client needs all at once
• Must be well verses in tax
• Will prepare reviews
• Reviews financial statements of the accounting associate

o Must have reviewing experience

• Needs to be knowledgeable about the HR side of things like payroll, timesheets, etc

• Provide bookkeeping services for multiple clients including payroll, bill paying, coordinating with vendors, as well as general ledger postings, bank reconciliations and write-ups, mortgage applications, insurance placement and various ad hoc projects
• Provide business management, financial administration and financial concierge services for multiple clients which includes direct contact with clients and assisting them with their various needs
• Prepare client specific reports including financial statements and spending reports
• Assist with the forensic accounting for matrimonial actions and create presentations of findings for counsel and the court
• Create and maintain written procedures on all aspects of this position, including “what and how to” manuals for each client, while always working to improve efficiency and minimize errors
• Perform administrative functions and operational duties
• Support of other team members

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 a MUST
• Excels in a team-based, client-centric culture
• Able to work independently on project type assignments
• Knowledge of Quickbooks required
• Strong MS Office skills
• Willingness to work until work is done
• Excellent oral and written skills