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
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