Senior Accountant

Creative Financial Staffing LLC
Stamford, Connecticut, United States
Closing date
Dec 11, 2021

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Job Role
Contract Type
Full Time
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Firm Description

Our client is a private wealth management firm launched in 1992 that offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts in equity and fixed income, open architecture manager research, trust and estate planning and family office services. They have offices in New York, Palm Beach, Connecticut, Charlotte, and Delaware.

Their mission is to provide their clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-added, 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

The Senior Accountant will report to the Director of the Family Office and duties include the following:
  • Oversee all activities of the general ledgers, including cash, bank reconciliations, revenues and expenses, monthly closes, verification of posted entries etc.
  • Train, direct, and review the day-to-day activities and work product of the Junior Accountants
  • Book to tax accounting; annual tax workpapers and review of tax returns
  • Completion and review of monthly financial statement reporting books
  • Completion and review of internal & external budgets
  • Oversight of foreign reporting entities (real estate)
  • Oversight of for-profit entities
  • Preparation and/or review of annual audit workpapers
  • Calculation of performance and working alongside our Investment Manager
  • Special projects as advised by the Director and/or Founder - varies every year
  • Liaison with internal colleagues, outside consultants and other offices

Candidate Description

Qualified candidates should have a Bachelor's degree in accounting with 5+ years' experience in public or private accounting, tax and/or financial positions. Candidate should have excellent Microsoft Office and strong research skills. Knowledge of Great Plains software system is a plus.

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