Senior Accountant / Investment Services / Hybrid at Creative Financial Staffing

Job Title: Senior Accountant

Job Type: Full-Time

About the Client: Our client is a highly respectied family office dedicated to managing the financial affairs of their family members with utmost care and precision. The team values integrity, discretion, and a personal touch in all services.

Job Description: Our client is seeking a highly skilled and experienced Senior Accountant to join their team. The ideal candidate will have a strong background in trust accounting, financial statement preparation, and reviewing tax returns for individuals and trusts. This role requires exceptional attention to detail, excellent communication skills, and a deep understanding of accounting principles and tax regulations.

Key Responsibilities:

• Manage trust accounting, ensuring accurate and timely reporting.
• Prepare comprehensive financial statements for family members.
• Review and analyze tax returns for individuals and trusts, ensuring compliance with current tax laws.
• Collaborate with external auditors and tax advisors as needed.
• Provide financial insights and recommendations to support family members' financial goals.
• Maintain and update accounting records and ledgers.
• Assist in the development and implementation of accounting policies and procedures.
• Ensure compliance with all relevant financial regulations and standards.
• Support family members with ad-hoc financial queries and requests.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field; CPA certification preferred.
• Minimum of 5 years of experience in accounting, with a focus on trust accounting and tax return preparation.
• Strong knowledge of accounting principles, financial statement preparation, and tax regulations.
• Proficiency in accounting software and Microsoft Office Suite.
• Excellent analytical, problem-solving, and organizational skills.
• Exceptional attention to detail and accuracy.
• Strong communication and interpersonal skills.
• Ability to work independently and manage multiple tasks effectively.
• High level of integrity and discretion in handling confidential information.

What Our Client Offers:

• Competitive salary and benefits package.
• Flexible working hours and the opportunity for a hybrid work-model.
• A supportive and collaborative work environment.
• Opportunities for professional development and growth.

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