Family Office Accountant (2)

A recognized property management company in New York City is looking for an Accountant to join their Family Office team. In this role, the Family Office Accountant will be responsible for maintaining accurate financial records, preparing comprehensive reports, analyzing financial data, and providing strategic insights to assist in managing the family's net worth and financial well-being. Responsibilities: The Family Office Accountant will: Develop and maintain accurate financial statements, including balance sheets, income statements, cash flow statements, and other reports as required by the family office Monitor and track assets, liabilities, investments, and overall net worth of the family, ensuring accuracy and providing regular updates to stakeholders Maintain meticulous records of financial transactions, investment portfolios, real estate holdings, and other pertinent financial information Conduct detailed analysis of financial data, identify trends, and provide meaningful insights and recommendations to optimize the family's financial position Ensure compliance with accounting standards, tax regulations, and other legal requirements, collaborating with external auditors and tax professionals, as necessary Collaborate with Investment Advisors and Financial Planners to evaluate investment opportunities, analyze risks, and contribute to decision-making processes Continuously review and enhance accounting processes and procedures to streamline operations and improve efficiency within the family office Act as a liaison with family members, financial advisors, attorneys, and other stakeholders to communicate financial information effectively and assist in making informed financial decisions Perform other duties, as needed Qualifications: 3+ years of Accounting experience working in a Family Office andor similar environment Bachelor's Degree in Accounting, Finance, or a related field Focus on Net Worth Management and Financial Reporting Strong knowledge of Accounting principles, Financial Analysis, and Reporting standards Proficiency in Financial software and tools Microsoft Excel proficient Solid analytical and problem solving skills Great interpersonal skills Excellent communication skills (written and verbal) Strong attention to detail Highly organized Desired Skills: CPA or parts passed Experience with Wealth Management software

Created: 2025-01-13