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Job description
Overview
An investment advisory firm is looking for a Family Office Accounting Manager to join their team in Melville, NY.
Compensation: 125-160k
Responsibilities
Manage and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients
Liaise and develop strong working relationships with internal service team members
Develop and maintain strong working relationships with the firm's highest profile clientele
Review and manage cashflow planning for high net-worth clients including budgeting and forecasting
Review and provide timely and accurate financial reports and analyses
Oversee and manage all aspects of asset movement within the department
Conduct regular reconciliations and reviews of banking platform access and activities, bill.com activities and Quickbooks reconciliations for compliance
Perform ad‐hoc financial analyses and execute projects as required
Implement and oversee client household payroll
Supervision, mentorship and development of junior staff
Qualifications
Bachelor's degree in Accounting, Economics, or Finance or relevant Master's
7+ years of related experience
Expert in QuickBooks accounting and Bill.com accounts payable software
Knowledge and expertise in Microsoft Office products
Excellent attention to detail with high accuracy, excellent organizational skills
Excellent communication and interpersonal skills
"Roll up your sleeves" work ethic, tenacity, and willingness to go the extra mile
Resourceful, decisive, critical thinker
Ability to multi-task and thrive in a fast-paced environment
Must be a team player, enthusiastic and reliable
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Worksite address
melville, NY, 11775, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.