What You’ll Be Doing
Prepare and execute all accounting functions necessary to report on the financial position of select ultra-high-net-worth clients
Oversee bill pay functions
Liaise and develop strong working relationships with internal service team members
Prepare cashflow planning for high-net-worth clients including budgeting and forecasting
Prepare timely and accurate financial reports and analyses
Perform ad-hoc financial analyses and execute projects as required
Maintain client household payroll
Oversee junior staff to ensure accuracy of books and records
What You Bring to the Table
Bachelor’s degree in Accounting, Economics, Finance, or relevant Master’s
CPA designation preferred
4+ years of related experience
Expert in QuickBooks accounting software
Proficiency in Microsoft Office products
Excellent attention to detail, accuracy, and organizational skills
Strong communication and interpersonal skills
“Roll up your sleeves” work ethic, tenacity, and willingness to go the extra mile
Resourceful, decisive, critical thinker
Team player, enthusiastic, and reliable
About Our Client
A dynamic wealth management firm with offices in Melville, New York City, and Boca Raton, Florida, providing exceptional service to ultra-high-net-worth families.
Qualifications
Bachelor’s degree in Accounting, Economics, or Finance; Master’s preferred
CPA designation preferred
4+ years of relevant experience
Accountant • New York, NY, US
Our client, a 40-person tax firm based in NYC, is looking to hire an Accountant to join their team.The firm specializes in bookkeeping, write-ups, and tax services for multimillion-dollar service c...[internal_linking.show_more]
Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North Americ...[internal_linking.show_more]
Support the company's financial reporting and compliance function.Assist in the preparation of GAAP quarterly and annual reports.Assist in the preparation of required compliance reports.Actively pa...[internal_linking.show_more]
Orbiss is an advisory and tax firm specialized in business growth in the United States.Founded in 2019, Orbiss helps international small and medium-sized private companies successfully scale up in ...[internal_linking.show_more]
Accountant - Regulatory Reporting.We are seeking an Accountant to support the preparation of regulatory reports for a broker-dealer environment.This role plays a key part in transforming financial ...[internal_linking.show_more]
Job Title: Accountant 1 Employment Type: Contract Work Hours: 35 hrs.Work site: Hybrid Location: 230 West 41 st St, New York, NY 10036 Job Duration: 2 Years #CB AR/Billing & Accounting Operations A...[internal_linking.show_more]
The Financial Times is one of the world's leading news organisations, globally recognised for its authority, integrity and accuracy, with a mission to deliver quality information and services world...[internal_linking.show_more]
TransPerfect Is More Than Just a Job.Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that.Each of our 100+ offices has its own individual ide...[internal_linking.show_more]
We are seeking an certified accountant who would be willing to create a CPA review of our charity for us.If you have experience in this and are willing to volunteer, we would be so grateful.Just se...[internal_linking.show_more]
DailyPay is transforming the way people get paid.As a worktech company and the industry's leading on demand pay solution, DailyPay uses an award-winning technology platform to help America's top em...[internal_linking.show_more]
Hamilton-Madison House is a nonprofit settlement house dedicated to improving the quality of life of its community, primarily the Two Bridges/Chinatown area of Manhattan's Lower East Side.The House...[internal_linking.show_more]
S:US is seeking an Accountant to assist the Finance department.The Support Services functions at S:US are carried out by a team of professionals with differing backgrounds who share deeply in the S...[internal_linking.show_more]
As a founding departmental hire, the accountant will play a critical role in Clay's accounting function, owning core accounting processes, supporting financial close, and improving internal control...[internal_linking.show_more]
The Only Agency is a creative management agency, we represent wardrobe stylists, makeup artists, hair stylists, manicurists, photographers, creative directors, and more.With hubs in New York, Los A...[internal_linking.show_more]
Hamilton-Madison House is a nonprofit settlement house dedicated to improving the quality of life of its community, primarily the Two Bridges/Chinatown area of Manhattan's Lower East Side.The House...[internal_linking.show_more]
Grapevine is a cutting-edge procurement software that saves healthcare providers millions of dollars and thousands of hours by making it simple to always choose the best priced product instantly.It...[internal_linking.show_more]
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries.Our growth is driven by delivering re...[internal_linking.show_more]
The Finance team at Konica Minolta is seeking an experienced Tax Accountant to join our collaborative and forwardthinking team.In this role, you'll play a key part in supporting the company's tax s...[internal_linking.show_more]
