Senior Accountant; Family Office Services

Position: Senior Accountant (Family Office Services)
Location: New York

Job Overview – Senior Accountant (Family Office Services):
Take on a pivotal role with our client in New York, NY, as a Senior Accountant (Family Office Services) (Hybrid), managing financial operations, bill payment, and cash flow for high-net-worth clients. Collaborate with internal teams and external advisors to ensure accurate financial reporting, tax compliance, and liquidity management. Ideal for a detail-oriented professional with expertise in family office services and investment monitoring.

Compensation: $100,000 – $125,000/year + bonus

Location:

New York, NY

Schedule:

Monday to Friday (Hybrid)

Responsibilities as the Senior Accountant (Family Office Services):

• Bill Payment & Cash Flow: Manage recurring and one-time expenses, ensuring timely payments and proper account funding.
• Client Onboarding & Accounts: Review invoices, document bills, and integrate clients into the Bill Payment platform.
• Financial Reporting & Budgeting: Prepare monthly or quarterly financial statements, including balance sheets and cash flow reports.
• Liquidity & Investment Oversight: Track investments, monitor liquidity, and ensure compliance with funding requirements.
• Loan & Insurance Management: Oversee payments for lines of credit, loans, and insurance premiums.
• Tax & Compliance Coordination: Work with tax accountants to manage tax payments and ensure regulatory compliance.

Qualifications for the Senior Accountant (Family Office Services):

• Education: Bachelor’s degree in Accounting, Finance, or a related field (CPA strongly preferred).
• Experience: 3-5 years of accounting experience within a family office, private wealth management, or alternative investments.
• Technical Proficiency:Proficient in Excel, financial reporting, and general ledger management, with experience in Agil Link or similar accounting software preferred.
• Investment & Tax Knowledge: Experience supporting alternative asset class investments and personal tax compliance.
• Analytical & Organizational Skills: Detail-oriented, execution-focused, and capable of managing multiple priorities in a fast-paced environment.
• Client-Facing Experience: Prior experience in a client-facing role within public accounting, a multi-family office, or a single-family office.

Application Notice:Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria,Atlantic Groupwill keep your resume on file for future opportunities and may contact you for further discussion. #J-18808-Ljbffr