Senior Accountant for Multi-Entity Wealth Platform

Vaco by Highspring; Palisades Park (NJ); On-site; USD 100,000 - 115,000; Full time

Job summary

A privately held investment office is seeking a Senior Accountant to support its financial operations. This role involves managing daily accounting activities, preparing financial reports, and ensuring accuracy across multiple entities. Ideal candidates will have at least three years of experience in public accounting, strong knowledge of accounting principles, and proficiency in accounting software. This position promises growth opportunities within a developing team and aims to maintain an organized financial infrastructure.

Qualifications

• Minimum of 3 years of experience in public accounting or within a family office.
• Strong grounding in accounting principles with knowledge of tax concepts.
• Proficiency in accounting software and advanced skills in Excel.

Responsibilities

• Manage daily accounting activities for multiple entities.
• Prepare monthly and quarterly financial reports.
• Process and track capital calls and distributions.
• Coordinate with outside accountants and tax professionals.
• Maintain and refine accounting systems for efficiency.
• Assist with preparing financial summaries and investment overviews.
• Reconcile statements and valuations for data accuracy.

Skills

Public accounting experience

Accounting principles knowledge

Proficiency in Excel

Clear communication skills

Organizational skills

Tools

Accounting software

Job description

A privately held investment office is seeking a Senior Accountant to support its financial operations. This role involves managing daily accounting activities, preparing financial reports, and ensuring accuracy across multiple entities. Ideal candidates will have at least three years of experience in public accounting, strong knowledge of accounting principles, and proficiency in accounting software. This position promises growth opportunities within a developing team and aims to maintain an organized financial infrastructure.