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:
o Must have reviewing experience
Requirements
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
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.
Salary
60,000 - 85,000 /year
