Family Office Accountant

Elite Placement Group

About the job

Description

Firm Description

Chilton Trust ("CTC") is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Connecticut, Delaware, Naples, New York and Palm Beach.

Our mission is to provide our clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients' interests first.

Position Description

Assist in all activities of the general ledger, including cash management/bill pay, bank reconciliations, journal entries, monthly closes, etc.
Preparation of monthly financial reports for individuals, operating entities, trusts, and foundations
Preparation of monthly work paper folders
Communication with external clients and related third parties on a regular basis
Liaise with Tax, Client Advisory, and other Chilton departments as appropriate
Ad hoc projects as needed

Candidate Description

Bachelor's Degree from a 4 year university or college, with course of study specific to accounting
2-4 years of experience in accounting
Organized, with a strong attention to detail
Self-starter willing to do what it takes
Ability to exercise good judgment and discretion with sensitive issues
Excellent oral and written communication skills
Strong skill set in Microsoft Office (Word, Excel, Outlook and PowerPoint)
Experience with Quickbooks a plus

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Vacancy posted 3 days ago

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