3+ years of accounting or bookkeeping experience required
Prior experience with a business management firm, family office, or CPA firm is essential
Bachelor's degree preferred but not mandatory
Strong knowledge of QuickBooks is required
Excellent oral and written communication skills
Ability to work independently and in a team-oriented environment
Proficient in MS Office applications
Responsibilities
Provide bookkeeping services for multiple clients, including payroll and bill payments
Deliver business management and financial concierge services directly to clients
Prepare client-specific financial statements and spending reports
Assist with forensic accounting for matrimonial actions and present findings
Create and maintain written procedures and manuals for client processes
Perform administrative functions and operational duties
Support team members in various tasks
Benefits
Health, dental, and vision insurance starting on day one
401(k) plan with a 4% match
Flexible PTO policy
Parental leave
Financial assistance for advanced education and professional designations
Opportunities for community involvement
Commuter benefits
Full Job Description
Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is organizing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team.
Primary Responsibilities:
As an Accounting Associate in our New York office, your responsibilities would include the following activities:
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
Required Qualifications:
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
Compensation Range:
$90,000 - $110,000
Health, dental, and vision insurance - day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
