Title Senior Accountant- Family Office
Categories Corporate Positions
Salary $60K – 75K + bonus
Industry Wealth Management

Responsibilities of the position include, but are not limited to:

  • Handling all accounting related to the family, including but not limited to, performing daily accounting functions including general ledger review, cash and bank reconciliations and monthly close
  • Preparing P&L statements on a monthly basis
  • Working closely with Investment Manager
  • Preparing annual audit workpapers
  • Preparing spreadsheets detailing investment balances, performance and portfolio allocations
  • Supervising and reviewing work of the Junior Accountant
  • Preparing internal and external budgets
  • Variation analysis
  • Tax reporting
Job Information

The right candidate will have:

  • BS in Accounting highly preferred but open to other business degree
  • 3-5 years’ experience in the accounting field
  • Experience working in a HNW family office group a must
  • CPA firm experience a plus
  • CPA or parts passed preferred, MBA a plus
  • Investment partnership experience a big plus
  • Strong verbal and written communication skills
  • Ability to work both as part of a team and independently a must
  • Excellent interpersonal skills a must
  • Supervisory experience highly preferred
  • Great Plains experience a big plus

All candidates must be authorized to work for any employer in the US

Location Stamford, CT
Date Posted 07/19/2018
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