Accountant

Bessemer Trust; Port Reading (NJ); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Competitive base salary

401(k) plan with profit-sharing

Comprehensive medical benefits

Hybrid work environment

Paid time off and parental leave

Job summary

A leading financial services firm in Port Reading, NJ is seeking an Advanced Accountant to support ultra-high-net-worth individuals. The role focuses on financial data analysis and reporting, ensuring accuracy in client accounts. Candidates should have a Bachelor's in Accounting and 3+ years of relevant experience. They will benefit from a competitive salary of $85,000 - $115,000, along with comprehensive medical plans, a 401(k) with profit sharing, and opportunities for professional development, in a hybrid work environment.

Qualifications

• 3+ years of experience in preparing and analyzing financial information.
• CPA designation preferred.
• Tax and/or financial reporting experience preferred.

Responsibilities

• Record each client’s personal and investment income and expenses.
• Prepare adjusting journal entries for consolidations.
• Respond promptly to client information requests.

Skills

Accounting experience

Communication skills

Organizational skills

Client service orientation

Education

Bachelor's degree in Accounting

Tools

QuickBooks

Microsoft Office

Job description

5 days ago Be among the first 25 applicants

The Family Office Management group at Bessemer Trust provides accounting and financial reporting services to ultra-high-net-worth individuals and families, and is currently seeking an Advanced Accountant with strong accounting experience for a position in their Woodbridge, New Jersey office. The primary focus of this position will be to input, analyze, and summarize current and historical financial data to support the preparation of unaudited statements, including balance sheets, net worth statements, income and expense reports, budgets, cash flow statements, and estate plan summaries.

Primary Responsibilities

• Record each client’s personal and investment income and expenses, ensuring reconciliation to monthly bank or broker statements and annual 1099s.
• Record alternative investment transactions and reconcile to corresponding K-1s, as needed.
• Prepare adjusting and eliminating journal entries for monthly or quarterly consolidations, as needed.
• Respond promptly to client information requests, including ad hoc analyses, reporting needs, and issue resolution.
• Collaborate effectively with internal other departments (payroll, bill pay, consolidated investment reporting and tax) and clients’ external advisors.

Qualifications

• Bachelor’s degree in accounting with 3+ years of experience in preparing and analyzing financial information.
• CPA designation preferred.
• Proficiency with QuickBooks accounting software, Microsoft Office preferred.
• Strong communication skills with a client service orientation and professional demeanor.
• Tax and/or financial reporting experience preferred.
• Excellent organizational skills with the ability to manage multiple client assignments, prioritize effectively and meet deadlines in a fast-paced environment.
• Proven ability to exercise tact, discretion, and sound judgment in handling sensitive and confidential information.

Compensation & Benefits

The base salary range for this position is $85,000 - $115,000. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range. In addition, this position may be eligible for a discretionary incentive based on individual and company performance. Eligible employees may participate in a 401(k) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability coverage and paid holidays, vacation, and sick days.

About Bessemer Trust

• Bessemer Trust is a family office, overseeing more than $200 billion in assets for over 3,100 individuals and families of substantial wealth. Its more than 1,200 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
• Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
• Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer’s adherence to putting clients’ interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Employee Rewards And Benefits

• Competitive base salary plus discretionary annual bonus for select positions.
• A 401(k) plan with a generous annual profit-sharing contribution.
• Personalized development and career opportunities, including tuition reimbursement support.
• Comprehensive medical, dental, and vision plans with zero contributions for employee coverage.
• Employee assistance (EAP) and wellness programs.
• Hybrid work environment: 60% in office, 40% remote for most positions.
• Paid time off and paid parental leave.
• Employer-paid life insurance and short- and long-term disability coverage.
• Legal services and financial wellness plans at no cost to employee.

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance