Family Office Associate — Precise, Client‑Focused Accountant

Cerity Partners; New York (NY); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO

Parental Leave

Advanced education support

Community volunteering time

Commuter benefits

Job summary

Cerit y Partners in New York, NY is seeking a meticulous bookkeeping professional to support wealth management clients. You will handle payroll, bill paying, bank reconciliations, GL postings, and vendor coordination while maintaining high accuracy.

The role emphasizes written procedures, efficiency, and collaboration with the team. The position requires 3+ years of accounting experience, knowledge of QuickBooks, and strong MS Office skills.

Qualifications

• 3+ years of accounting or bookkeeping experience required.
• Bachelor's degree preferred but not required.
• Experience at a business management firm, family office or CPA firm is a MUST.
• Ability to work in a team-based, client-centric culture.
• Ability to work independently on project-type assignments.
• Knowledge of QuickBooks is required.
• Strong MS Office skills.
• Willingness to work until the job is done.
• Excellent oral and written communication skills.

Responsibilities

• Provide bookkeeping services for multiple clients including payroll, bill paying, coordinating with vendors, as well as general ledger postings, bank reconciliations and write-ups, mortgage applications, insurance placement and various ad hoc projects.
• Provide business management, financial administration and financial concierge services for multiple clients including direct client contact and assisting with their needs.
• Prepare client-specific reports including financial statements and spending reports.
• Assist with forensic accounting for matrimonial actions and create findings presentations for counsel and the court.
• Create and maintain written procedures for all aspects of this position, including manuals for each client to improve efficiency and minimize errors.
• Perform administrative functions and operational duties.
• Support other team members.

Skills

Accounting

Attention to detail

Communication

Teamwork

Independent work

Education

Bachelor's degree preferred

Tools

QuickBooks

MS Office

Job description

Cerit y Partners in New York, NY is seeking a meticulous bookkeeping professional to support wealth management clients. You will handle payroll, bill paying, bank reconciliations, GL postings, and vendor coordination while maintaining high accuracy.

The role emphasizes written procedures, efficiency, and collaboration with the team. The position requires 3+ years of accounting experience, knowledge of QuickBooks, and strong MS Office skills.