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Accounting Associate
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-12
Listing for:
Cerity Partners LLC
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Analyst -
Accounting
Accounting & Finance, Financial Analyst
Job Description & How to Apply Below
*
* Primary Responsibilities:
** As an Accounting Associate in our New York office, your responsibilities would include the following activities:
* Provide bookkeeping services for multiple clients including payroll, bill paying, coordinating with vendors, as well as general ledger postings, bank reconciliations and write-ups, mortgage applications, insurance placement and various ad hoc projects
* Provide business management, financial administration and financial concierge services for multiple clients which includes direct contact with clients and assisting them with their various needs
* Prepare client specific reports including financial statements and spending reports
* Assist with the forensic accounting for matrimonial actions and create presentations of findings for counsel and the court
* Create and maintain written procedures on all aspects of this position, including “what and how to” manuals for each client, while always working to improve efficiency and minimize errors
* Perform administrative functions and operational duties
* Support of other team members
*
* Required Qualifications:
*** 3+ years of accounting or bookkeeping experience required
* Bachelor's degree preferred but not required
* Prior experience with a business management firm, family office or CPA firm is a MUST
* Excels in a team-based, client-centric culture
* Able to work independently on project type assignments
* Knowledge of Quickbooks required
* Strong MS Office skills
* Willingness to work until work is done
* Excellent oral and written skills
** Compensation Range:**$65,000-$85,000
** Why Cerity Partners:
** Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
* Health, dental, and vision insurance – day 1!
* 401(k) savings and investment plan options with 4% match
* Flexible PTO policy
* Parental Leave
* Financial assistance for advanced education and professional designations
* Opportunity to give back time to local communities
* Commuter benefits
* Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
** Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to Applicants must be authorized to work for any employer in the U.S.
* Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients.
We truly care about what we do.
Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.
Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight.
At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth.
We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation.
The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal:
Finding diverse solutions to suit diverse financial needs.
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Position Requirements
10+ Years
work experience
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