Tax Manager
December 11, 2024Administrative Assistant
December 12, 2024Senior Accountant
A family office is seeking an accounting professional to perform various corporate accounting functions and oversight as well as support for investment partnership accounting and financial reporting. This position is ideal for an ambitious, experienced professional who seeks to join a growing firm. This position will also provide the opportunity for independent initiative and judgment to improve accounting processes, procedures, financial reporting and growth in corporate accounting environment. Full benefits packages, including health/life insurance.
Key Responsibilities
- Maintaining and monitoring monthly account analysis and reconciliations for assigned general ledger accounts and resolving reconciling items and issues noted in a timely manner.
- Preparing, reviewing and uploading monthly journal entries for month-end close.
- Reviewing, documenting and resolving variances in monthly preliminary Financial Statements prior to distribution.
- Assist in the preparation of budgets and forecasts, providing financial insights to support business decisions.
- Perform financial analysis and prepare reports to provide insights on business performance, identifying areas for improvement and opportunities for growth.
- Bank reconciliations and various treasury functions, including bank liaison and cash flow management between various bank accounts and entities.
- Assist company in executing company policies and compliance procedures
- Other accounting duties as assigned.
Competency Requirements
- Strong analytical skills and ability to work independently
- Detail-oriented and demonstrates a “can-do” positive attitude.
- Ability to work cooperatively with others in a team environment.
- Self-starter with solid organizational skills and ability to effectively manage multiple priorities or reprioritization of projects.
- Excellent communication skills-verbal and written
- Excellent skills in MS Excel and Word. Advanced knowledge in Excel understanding concepts of databases, filtering data, use of mathematical, logical, statistical and financial functions a plus.
- Working knowledge of SAGE Intacct preferred.
- Tax experience in some general partnership or corporate tax laws/preparation a plus.
- CPA or CPA candidate
- 4+ years experience with significant accounting responsibilities
- Public accounting experience in auditing or tax a plus.