Senior Accountant
$80k - $90kJobot
Senior Accountant This Jobot Job is hosted by: Jerry Sipocz
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Salary: $80,000 - $90,000 per year A bit about us: Our client is a well-established and highly respected wealth management and financial advisory firm that partners with high-net-worth individuals, families, and business owners to provide comprehensive financial planning and investment management services. With decades of experience and a client-first philosophy, the firm has built a strong reputation for delivering personalized guidance, long-term relationship management, and customized financial strategies tailored to each client’s unique goals. The organization offers a collaborative, team-oriented environment focused on professionalism, integrity, and exceptional client service. Employees enjoy the opportunity to work alongside experienced advisors and leadership in a culture that values trust, communication, and long-term career growth. Why join us?
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $80,000 - $90,000 per year A bit about us: Our client is a well-established and highly respected wealth management and financial advisory firm that partners with high-net-worth individuals, families, and business owners to provide comprehensive financial planning and investment management services. With decades of experience and a client-first philosophy, the firm has built a strong reputation for delivering personalized guidance, long-term relationship management, and customized financial strategies tailored to each client’s unique goals. The organization offers a collaborative, team-oriented environment focused on professionalism, integrity, and exceptional client service. Employees enjoy the opportunity to work alongside experienced advisors and leadership in a culture that values trust, communication, and long-term career growth. Why join us?
- comprehensive health benefits package
- PTO package
- 401k
- Growth/ mentorship opportunities
- Manage month-end and year-end close processes across multiple entities
- Prepare journal entries, account reconciliations, accruals, and adjusting entries
- Maintain accuracy and integrity of the general ledger
- Monitor daily cash activity, account balances, wires, transfers, and funding requests
- Assist with cash forecasting and liquidity planning
- Review payroll activity prior to processing
- Prepare financial reports, supporting schedules, and documentation for leadership and external advisors
- Support annual 1099 preparation and franchise tax filings
- Coordinate with external tax professionals to provide required tax documentation and assist with tax-related requests
- Investigate discrepancies, analyze variances, and resolve accounting issues proactively
- Maintain organized financial records and supporting documentation
- Identify opportunities for process improvements and operational efficiencies
- Ensure compliance with internal controls, accounting policies, and established procedures
- Bachelor’s degree in Accounting, Finance, or related field
- 5+ years of progressive accounting experience
- Strong understanding of general ledger accounting and financial reporting
- Experience managing multiple priorities and recurring deadlines
- Excellent attention to detail and organizational skills
- Strong communication and problem-solving abilities
- Proficiency with Microsoft Excel and Microsoft Office products
- CPA designation or CPA track preferred
- Experience within a family office, private wealth, or multi-entity environment
- Prior experience supporting high-net-worth individuals or complex entity structures
- Background in a client-facing or advisory-oriented accounting environment
Vacancy posted 14 hours ago
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