Hybrid Senior Accountant, Private Wealth Reporting

Bessemer Trust

Port Reading (NJ)

Hybrid

USD 85,000 - 115,000

Full time

14 days+
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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

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.
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