Senior Accounting Associate

Job Description

A Family Office based in New York is seeking an experienced accounting professional to join their team as an A Senior Accounting Associate.

Responsibilities:

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• Support monthly close activities and coordinate with third-party accounting providers
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• Prepare financial reports, presentations, and analyses for clients and senior leadership
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• Consolidate financial information across multiple entities and investments
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• Monitor cash flow, liquidity, and short-term funding requirements
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• Coordinate wire transfers, bill payments, expense tracking, and other cash management activities
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• Review cash positions and identify opportunities to enhance liquidity and returns
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• Assist with account openings, investment subscriptions, redemptions, asset transfers, and related documentation
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• Partner with tax, legal, and financial advisors on wealth planning and asset protection initiatives
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• Support charitable giving, foundation activity, and related financial administration
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• Coordinate with investment managers, accountants, attorneys, financial institutions, and other service providers
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• Assist with credit facilities, mortgages, and other financing arrangements
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• Respond to client requests and support special projects as needed
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Qualifications:

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• Bachelor’s degree in Accounting, Finance, or a related field
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• CPA required
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• 3 to 5+ years of experience with a Big Four or mid-tier public accounting firm
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• Additional experience within a family office, wealth management firm, or similar environment is preferred but not required
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• CFP, CFA, or MST designation is a plus
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• Strong financial modeling and analytical skills
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• Advanced proficiency in Microsoft Excel and other data analysis tools
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