Family Office Senior Accountant (amazing flex)

  • Location: New York, NY , New York
  • Type: Perm (Contingency)
  • Job #32667
  • Salary: $80,000.00

Compensation: $80,000-$100,000 + bonus
Location: New York, NY 

We are representing an excellent Family Office Senior Accountant opportunity with a firm based in New York, NY. The Senior Accountant will assist the CFO and Controller. Amazing schedule flexibility available. If interested, apply today!

Highlights About the Company & Position:

  • Prepare and maintain books and records for family members, trusts, and investment entities.
  • Reconcile monthly bank accounts.
  • Assist with day to-day operations, cash movements, and bill pay.
  • Prepare and update personal budgets.
  • Assist with recordkeeping and accounting for investments.
  • Assist with preparation of quarterly reports and investment plan review.
  • Help handle investment requests, capital calls, distributions, subscriptions, and redemptions.
  • Respond to custodian, trading, and banking requests and notifications.
  • Handle charitable contributions.
  • Assist with management of insurance policies.
  • Monitor sales and use tax requirements on purchases and sale.
  • Track collectible purchases and sales.
  • Assist with tax return documentation submission.
  • Assist Assistant Controller and CFO with various projects.

Requirements/Qualifications:

  • Bachelor's degree in Accounting.
  • 2 – 3 years experience in public accounting, private equity or hedge fund accounting required. 
  • Experience with QuickBooks. 
  • Strong Excel skills.
  • Excellent verbal and written communication skills.


Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

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Job ID: 32667