Staff/Senior Accountant/Bookkeeper - Family Office

A professional services firm on Long Island is actively seeking an Accounting professional for a Staff and/or Semi-Senior position with their team. In this role, the Staff / Semi-Senior Accountant will oversee day-to-day management of multiple accounting / bookkeeping engagements. Responsibilities: The Staff / Semi-Senior Accountant will: Maintain personal accounts for high net worth clients Oversee bill pay processing and recording Maintain books and records for some corporate accounts Maintain daily contact with clients, client's staff and other client service providers Prepare month-end closing and adjusting entries Prepare monthly bank reconciliations, financial statements, spending and cash flow reports, etc. Assist in budget and forecasting process Participate in special projects Qualifications: 2+ years of related Accounting experience Bachelor's Degree Experience with Bookkeeping duties, Microsoft Excel proficient Solid analytical, mathematical, and research skills Great interpersonal skills Excellent communication skills (written and verbal) Strong attention to detail Highly organized Desired Skills: CPA Public Accounting background

Created: 2024-11-05