HYBRID- Accounting Associate/HNW Family office

Hybrid, work -life balance, 20% payout on all new business, growth potential, and roadmap to growth This Jobot Job is hosted by: Mark C. Johnson Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $60,000 - $85,000 per year A bit about us: 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. Why join us? Work-life balance - Does not track billable hours Hybrid and flexible scheduling Roadmap to promotional growth Comprehensive benefits package Bonus Job Details 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 Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Location: Grand Central, NY, US

Posted Date: 2/6/2025