Accountant

Overview

• Provide expert accounting services to support high-net-worth clients' financial management and reporting needs.
• Analyze financial data to prepare accurate and detailed unaudited statements and reports.
• Ensure precise recording and reconciliation of income, expenses, and investments.
• Collaborate with internal teams and external advisors to optimize financial strategies.
• Support estate planning and investment reporting through meticulous financial analysis.
• Work in a hybrid environment offering flexibility and professional growth opportunities.
• Potential for contract-to-permanent transition based on performance and organizational needs.
• Join a dynamic team committed to delivering exceptional client service and satisfaction.

Key Responsibilities & Duties

• Record and reconcile clients' income, expenses, and investment transactions with precision.
• Prepare journal entries for consolidations and ensure compliance with accounting standards.
• Respond promptly to client inquiries and resolve financial issues effectively.
• Collaborate with payroll, tax, and investment reporting teams to ensure seamless operations.
• Utilize accounting software and tools to streamline financial processes and reporting.
• Maintain confidentiality and exercise discretion in handling sensitive client information.
• Assist in preparing budgets, cash flow analyses, and estate planning summaries.
• Contribute to the continuous improvement of accounting practices and team efficiency.

Job Requirements

• Bachelor’s degree in accounting or a related field is required.
• Minimum of 3 years of experience in accounting, financial analysis, or reporting.
• CPA certification is preferred but not mandatory for this role.
• Proficiency in QuickBooks and Microsoft Office Suite is essential.
• Strong organizational skills to manage multiple assignments and meet deadlines.
• Excellent communication skills with a focus on client service and collaboration.
• Experience in tax and financial reporting is advantageous for this position.
• Ability to adapt to a hybrid work environment with both remote and on-site tasks.