Senior Accountant | Investment Services Industry

Job description

Job Title: Senior Accountant

Job Type: Full-Time

About the Client: Our client is a highly respectied family office dedicated to managing the financial affairs of their family members with utmost care and precision. The team values integrity, discretion, and a personal touch in all services.

Job Description: Our client is seeking a highly skilled and experienced Senior Accountant to join their team. The ideal candidate will have a strong background in trust accounting, financial statement preparation, and reviewing tax returns for individuals and trusts. This role requires exceptional attention to detail, excellent communication skills, and a deep understanding of accounting principles and tax regulations.

Key Responsibilities

• Manage trust accounting, ensuring accurate and timely reporting.

• Prepare comprehensive financial statements for family members.

• Review and analyze tax returns for individuals and trusts, ensuring compliance with current tax laws.

• Collaborate with external auditors and tax advisors as needed.

• Provide financial insights and recommendations to support family members' financial goals.

• Maintain and update accounting records and ledgers.

• Assist in the development and implementation of accounting policies and procedures.

• Ensure compliance with all relevant financial regulations and standards.

• Support family members with ad-hoc financial queries and requests.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA certification preferred.

• Minimum of 5 years of experience in accounting, with a focus on trust accounting and tax return preparation.

• Strong knowledge of accounting principles, financial statement preparation, and tax regulations.

• Proficiency in accounting software and Microsoft Office Suite.

• Excellent analytical, problem-solving, and organizational skills.

• Exceptional attention to detail and accuracy.

• Strong communication and interpersonal skills.

• Ability to work independently and manage multiple tasks effectively.

• High level of integrity and discretion in handling confidential information.

What Our Client Offers

• Competitive salary and benefits package.

• Flexible working hours and the opportunity for a hybrid work-model.

• A supportive and collaborative work environment.

• Opportunities for professional development and growth.