Family Office, Accountant
Job in
Woodbridge Township, Middlesex County, New Jersey, USA
Listed on 2025-12-27
Listing for:
WatsonBarron Group
Full Time
position Listed on 2025-12-27
Job specializations:
-
Accounting
Financial Reporting, Accounting Manager, Senior Accountant, Tax Accountant -
Finance & Banking
Financial Reporting, Accounting Manager, Tax Accountant
Job Description & How to Apply Below
Title: Accountant, Family Office
Location: Iselin NJ area
Salary: – To $110k plus bonus
Hybrid: 3 days in office, 2 days remote
BenefitsExceptional including WFH 2 days, generous PTO, 100% paid H/C, 401K and retirement plan contributions
OverviewAccountant role opening with a prestigious, stable and growing Family Office based in Middlesex County, NJ. CPA with 3-5 years of accounting experience desired.
Responsibilities- Oversee the month-end close, reconciliation of internal accounts, and financial statement preparation for investment holding entities, trusts, and foundations
- Review monthly, quarterly, annual reports
- Review daily bank and brokerage account cash activities
- Oversee the reconciliation of investment activity
- Oversee bank and brokerage account activities
- Review cash flow projections.
- Provide supporting documents for annual financial audits
- Prepare pro forma and other financial reports
- Lead special projects for Senior Management
- Partner with high-net-worth individuals and families with the utmost confidentiality
- Provide a high-level of personal financial services to high-net-worth individuals and families
- Bachelor’s degree in Accounting.
- CPA (or working towards certification)
- Public accounting experience highly preferred
- 3-5 years of relevant accounting experience
- Quick Books accounting software skills are required
- Family office or Fund Accounting experience preferred
- Advanced skills in Microsoft Excel.
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