Senior Client Accounting & Reporting Lead

A comprehensive wealth management firm seeks an Associate or Senior Associate in Client Accounting to maintain client books and manage financial activities. Key responsibilities include recording transactions, preparing financial reports, processing payments, and assisting with tax preparation. The ideal candidate possesses advanced Quickbooks knowledge, a degree in accounting, and strong time management skills. This role demands professionalism and a solution-oriented mindset, working in a team-oriented environment to protect client confidentiality.
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