Accountant

Our client is a family office dedicated to managing the financial affairs and investments of their high-net-worth family clients. They offer a range of services including wealth management, estate planning, tax preparation, and investment advisory. Our team is committed to providing personalized and comprehensive financial solutions. We are seeking a skilled Accountant with public accounting experience and a CPA designation to join their close-knit team.

Responsibilities:

• Prepare and maintain financial records, ensuring accuracy and compliance with relevant regulations.
• Manage general ledger entries and reconciliations.
• Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements.
• Assist with budgeting, forecasting, and variance analysis.
• Handle tax preparation and filings for individual and business entities.
• Assist in managing investment portfolios and tracking performance.
• Collaborate with other team members to provide comprehensive financial support to clients.
• Perform other accounting duties and ad-hoc projects as required.

Qualifications:

• Bachelor’s or Master’s Degree in Accounting
• CPA designation
• 2+ years of experience in public accounting
• Strong knowledge of accounting principles, practices, and regulations
• Proficiency in accounting software and Microsoft Office Suite, particularly Excel
• Excellent analytical and problem-solving skills
• Strong attention to detail and organizational skills.
• Ability to work independently and as part of a team
• Excellent communication and interpersonal skills
• Experience working with high-net-worth individuals or family offices is a plus

Benefits:

• 7% annual 401K contribution (no employee match required, immediate vesting)
• 100% paid benefits
• Paid paternity and maternity leave
• 20 PTO Days
• Lunch provided every Monday