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We are looking for a dedicated Staff Accountant to join our team in Melville, New York. In this role, you will handle a variety of financial and accounting tasks to support high net-worth clients. This position offers an opportunity to work in a dynamic environment while contributing to key financial operations.
Job Responsibility:
Manage and oversee accounting tasks to accurately report on the financial status of ultra-high net-worth clients
Handle accounts payable functions, including vendor coordination, invoice processing, and wire preparation for approval
Develop and maintain cash flow plans, budgets, and forecasts for clients
Generate timely and precise financial reports and analyses
Conduct ad-hoc financial analyses and manage special projects as needed
Administer payroll processes for client households
Build and nurture collaborative relationships with internal service team members
Ensure compliance with accounting standards and maintain high levels of confidentiality
Requirements:
Bachelor’s degree in accounting or finance from an accredited institution
1-2 years of experience in bookkeeping or accounts payable roles, preferably in financial services or family office settings
Proficiency in QuickBooks and Microsoft Office, particularly Excel and Word
Strong attention to detail and exceptional organizational skills
Effective communication skills, both verbal and written
Ability to multitask and excel in a fast-paced environment
Commitment to meeting deadlines and maintaining confidentiality
Self-motivated, analytical, and adaptable with a willingness to learn and grow
What we offer:
medical, vision, dental, and life and disability insurance