Senior Accountant

New York, New York • $90,000-$110,000

About the Company:

Our client is an established family office that manages multi-asset class investments and is hiring a Senior Accountant to help with the financial and tax reporting, cash management, and other accounting related duties.

 

Responsibilities:

  • Prepare and maintain books and records for family members, trusts, and investment entities
  • Reconcile monthly bank accounts
  • Assist with day-to-day operations, cash movements, and bill pay
  • Assist with recordkeeping and accounting for investments
  • Assist with preparation of quarterly reports and investment plan review for discussion with senior management
  • Respond to custodian, trading, and banking requests and notifications
  • Assist with management of insurance policies
  • Assist with tax return documentation submission

 

Requirements:

  • Bachelor’s degree required
  • 2-5 years of related experience in straight public, private or mix
  • QuickBooks experience preferred

 

Salary Range:

$90,000-$110,000

 

 

 

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