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
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
