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Jobot is seeking a Senior Accountant to oversee day-to-day accounting operations, manage month-end close, and support treasury and tax processes across multiple entities.
The role requires 5+ years of progressive accounting experience, strong GAAP knowledge, and excellent attention to detail. CPA track preferred, with growth opportunities in a trusted wealth management environment.
Job details:Senior Accountant
Salary: $80,000 - $90,000 per year
A bit about us: Our client is a well-established and highly respected wealth management and financial advisory firm that partners with high-net-worth individuals, families, and business owners to provide comprehensive financial planning and investment management services. With decades of experience and a client-first philosophy, the firm has built a strong reputation for delivering personalized guidance, long-term relationship management, and customized financial strategies tailored to each client’s unique goals.
The organization offers a collaborative, team-oriented environment focused on professionalism, integrity, and exceptional client service. Employees enjoy the opportunity to work alongside experienced advisors and leadership in a culture that values trust, communication, and long-term career growth.
Why join us?
Job Details
This role will be responsible for overseeing day-to-day accounting operations, managing month-end close activities, supporting treasury functions, and assisting with financial reporting and tax-related processes.
This is an excellent opportunity for an accounting professional who enjoys working in a detail-oriented, relationship-driven environment with exposure to complex financial operations and multi-entity structures.
Responsibilities
Qualifications
Preferred Qualifications
This position offers the opportunity to work within a highly professional and stable organization that values discretion, collaboration, and long-term relationship management.
Interested in hearing more?
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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