Company Overview:

Our client is a prominent family office with assets in the billions, overseeing diverse investments and entities. They are seeking a detail-oriented Senior Accountant to join their Accounting group of approximately 12 professionals.

Title:

Senior Accountant

Location:

New York, NY (Hybrid – 2 days in the office)

Key Responsibilities:

• Manage and oversee day-to-day financial transactions and cash requirements by entity.
• Identify opportunities to streamline financial processes and improve efficiency.
• Respond to managerial and family requests and inquiries promptly.
• Develop and review regular reporting tools to enhance financial insights.
• Oversee financial activities, including account reconciliations, budgeting, cash forecasting, and preparation of financial statements.
• Work closely with the internal tax department to ensure timely payment of tax liabilities and fulfill document requests.
• Prepare annual tax packages for various tax return filings.
• Liaise with external parties, including banks, trustees, vendors, and insurance agents.
• Assist in developing and implementing new procedures to optimize workflow.
• Organize and maintain supporting financial documentation.
• Support ad-hoc projects, including presentations, tax reports, and special assignments.

Qualifications:

• Bachelor’s Degree in Accounting or Finance.
• CPA preferred.
• Public accounting and/or professional services background.
• 3-5 years of relevant work experience, including experience in a client service environment.
• Expert proficiency in Microsoft Excel.
• Experience with MS Dynamics is a plus.

Compensation:

$90,000 - $130,000 base salary.