Senior Accountant, Family Office

Selby Jennings; New York (NY); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Join a prestigious wealth management firm as a Senior Accountant in their Partner Services division. This role offers a unique opportunity to work closely with the Family Office Controller, managing personal assets and direct investments. You will be responsible for preparing financial statements, improving reporting policies, and providing insights on financial performance. The firm values strong communication and analytical skills, making it an ideal environment for professionals looking to thrive in a dynamic setting. If you are ready to take your career to the next level, this position is perfect for you.

Qualifications

• 3-4 years of experience in accounting or finance.
• Strong communication and interpersonal skills are essential.

Responsibilities

• Prepare and review financial statements and reports.
• Manage accounting software and record journal entries.
• Serve as the primary liaison for the Partner Services division.

Skills

Financial Reporting

Communication Skills

Interpersonal Skills

Analytical Skills

Education

Bachelor's degree in Accounting

CPA

Tools

Accounting Software

Job description

Financial Operations Consultant at Selby Jennings

Position: Senior Accountant

Location: New York City

Job Type: Hybrid (1 day WFH)

Salary: $110,000 - $140,000 per year + Bonus, depending on YoE

Client/Job Summary:

Our client, a prestigious wealth management firm with over $70B in AUM, is seeking a Senior Accountant within their Partner Services / Family Office division. You will work directly under the Family Office Controller to manage personal assets and direct investments that GPs are responsible for.

Key Responsibilities:

1. Assist with the preparation and review of financial statements (monthly, quarterly, annual).
2. Improve financial reporting policies and procedures.
3. Provide insights and analysis on financial performance to management and investors.
4. Serve as the primary liaison for the Partner Services / Family Office business, including internal time and cost allocation, scope of services, etc.
5. Prepare monthly financials for each Partner, including detailed balance sheets, income statements, and investment sub-ledgers; prepare budgets and forecasts.
6. Perform reconciliations of cash and credit card transactions for personal assets and spending.
7. Manage accounting software for the Family Office and record journal entries.
8. Review tax returns prepared by external providers and develop tax strategies for Partners.

Key Qualifications:

• Bachelor's degree in Accounting, Finance, Economics, or related field.
• CPA highly desired.
• 3-4 years of experience in a national accounting firm or within a family office/UHNW environment, or public accounting.
• Strong communication and interpersonal skills.
• Ability to thrive in a fast-paced, dynamic environment.

Additional Details:

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance
• Industries: Financial Services and Investment Management