Accountant/Personal Assistant

Our client, a high net worth family office is looking for a Accountant/Personal Assistant.

Responsibilities:

Personal Assistant:

• Calendar Management
• Travel research - coordination and booking
• Bill Pay & Wire Transfers
• Special Event Coordination – as needed
• Project Management – as it relates to 2nd homes in Hamptons, Florida and Italy (working with architects, house care, lawn care, etc.) May also be supervising renovations as needed.
• Art Collection – tracking, paying, inventory, securing storage space or having it shipped to storage space
• Reservation and appointment bookings as needed
• Responsive and available on immediate basis

Tax/Accounting exp:

• Liaison with 3rd party consulting firm that handles tax related duties (assist with compiling tax information, financial statements, process gift tax, W2, personal net worth statements, etc.)
• Working with cash flow – personal, projection and historical
• Assist with the external tax providers with tax projections and tax planning to minimize tax liabilities (may be asked to collect information around these)
• Financial reporting
• Property Accounting

Requirements:

• Minimum of 5-8 years of accounting experience from a family office
• Must be highly computer savvy with Excel, Word and QuickBooks
• Must be highly organized and detail oriented
• Strong communication and interpersonal skills
• Team player with a positive outlook
• Ability to maintain strict confidentiality
• Ability to work independently and to multi-task
• Prefer someone who has worked with property managers
• Experience preparing net worth financial statements
• Willing to assist with personal issues as well as financial issues.
• Willing to come to the office 4 days a week