Hybrid Senior Accountant, Private Wealth Reporting

Bessemer Trust; Port Reading (NJ); Hybrid; USD 85.000 - 115.000; Vollzeit

Benefits dieser Stelle

Competitive base salary

401(k) plan with profit-sharing

Comprehensive medical benefits

Hybrid work environment

Paid time off and parental leave

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

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

Kenntnisse

Accounting experience

Communication skills

Organizational skills

Client service orientation

Ausbildung

Bachelor's degree in Accounting

Tools

QuickBooks

Microsoft Office

Jobbeschreibung

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.