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Job Description
Our client is a family office and they have a need for a
Staff Accountant to lead the organization and execution of
the day-to-day accounting services and cash management of
the office.
Duties will include the following: Prepare quarterly
financial statements for all family members and related
entities; Reconcile receivables/payables and bank
accounts; Manage electronic and hard filing system for
quarterly financials and associated reports;
Perform year-end close of the accounting system; Manage
any system upgrades;
Review the calculation, allocation and recording of
interest quarterly on the tax basis loans; Create, update
and maintain a chart of accounts for all entities; Manage
the family checking and cash accounts including banking
relationships; and Assist family members with personal and
business accounting issues.
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Requirements
Qualified candidates will have a Bachelor’s Degree in
Accounting with a minimum of 5 years accounting
experience, CPA preferred; Thorough knowledge of
accounting principles, and ability to
gather/monitor/document data; Ability to effectively
interface with the management team and family members.
Absolute confidentiality and decorum must be maintained at
all times. |
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Benefits
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