HYBRID- Accounting Associate/HNW Family office at Jobot

New York, NY 10016

About the Job

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 "Quick 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 "Quick Apply" button.