About the role

  • Support and assist the Managers and Seniors on assigned entertainment, music, sports, and high net-worth clients
  • Communicate effectively with clients and client team members
  • Prepare Bank reconciliations
  • Prepare monthly cash basis financial reports and/or cash flow reports
  • Pay client bills
  • Credit Card expense analysis for proper coding
  • Update performance registers
  • Resolve vendor issues
  • Update billing worksheets
  • Process medical claims

Requirements

  • Bachelor’s degree preferably in Business (Accounting, Finance, Business Management)
  • Outstanding written, verbal and interpersonal skills
  • Ability to multi-task and shift focus as needed
  • Strong attention to detail
  • Knowledge of Quickbooks and/or Agilink, Datafaction a plus

Benefits

  • Competitive compensation and benefits
  • Flexibility to manage personal and professional life

Job title

Family Office Accountant

Job type

Experience level

Mid levelSenior

Salary

$60,000 - $95,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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