Job description
A family office in New York City is actively seeking a driven and analytical professional to join their staff as their new Family Office Senior Accountant. In this role, the Family Office Senior Accountant will be responsible for preparation and review of quarterly personal financial statements for individuals, foundations, trusts, investment partnerships, and other entities.
Responsibilities
The Family Office Senior Accountant will be responsible for:
- Preparation and review of monthly financial deliverables
- Assisting with ad hoc modeling, projections, and analyses
- Preparing and reviewing various schedules for client meetings and creating client presentations
- Preparation and coordination of the accounting for unique assets
- Completion and review of investment documentation including subscription documents, limited partnership agreements, and redemption requests
- Tracking and analyzing of investment data/performance in Addepar for all family assets including liquid securities, alternative investments, and real estate
- Assisting on complex ad hoc projects
- Preparation and review of various recurring tax compliance deliverables
- Bachelor's Degree
- 1 to 3 years of related experience
- Financial reporting experience
- Proficiency with computer platforms and applications
- Ability to multitask
- Excellent communication skills
- Highly organized
- Strong interpersonal skills
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