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We are looking for a highly skilled and detail-oriented Senior Accountant to join our team in Melville, New York. In this role, you will manage financial reporting and accounting functions for high-net-worth clients, ensuring accuracy and compliance. The ideal candidate is proactive, possesses strong attention to detail, has expertise in QuickBooks, and is committed to delivering exceptional client service.
Job Responsibility:
Manage and execute all accounting tasks to accurately report the financial position of select high-net-worth clients
Oversee the bill payment process, ensuring timely and accurate transactions
Handle accounts payable operations, including vendor management, invoice review, and preparing wire transfers for approval
Develop and maintain cash flow plans, including budgeting and forecasting, tailored to clients' financial needs
Prepare and meticulously review financial reports and analyses to ensure accuracy and timeliness
Conduct ad hoc financial analyses and complete special projects as required
Administer household payroll for clients, ensuring compliance and accuracy
Train and supervise entry-level staff to uphold high standards in maintaining financial records
Foster strong working relationships with internal service teams to streamline operations and communication
Requirements:
Bachelor's degree in Accounting, Economics, or Finance
Master's degree is highly preferred
An accounting designation that demonstrates attention to detail is advantageous
3-5 years of relevant experience in accounting, preferably within the financial industry or family office environments
Advanced proficiency in QuickBooks and Microsoft Office Suite
Exceptional attention to detail and organizational skills
Strong communication and interpersonal abilities
Demonstrated critical thinking and problem-solving skills