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The Senior Accountant position reports to the Group Leader and Sr. Manager of the Individual/Foundation Group and provides a unique opportunity for a qualified candidate to leverage his or her accounting, financial analysis and project management within the group.
Job Responsibility:
Maintenance and review of general ledgers, including preparation of accounting entries for the day-to-day transactions and other activity
Preparation and review of electronic tax work papers and tax returns for individuals, foundations and partnerships, including analysis of tax issues
Preparation and review of financial analysis such as tax projections, cash flow and liquidity planning and budgets
Preparing and maintaining periodic reports, including personal financial statements for family members, private foundation financial reports, summaries of property expenses, valuable articles and insurance policies
Requirements:
5-7 years’ work experience working in accounting preferably the high net worth area
Relevant undergraduate degree required
CPA preferred
Strong proficiency in Microsoft Office, specifically Excel
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