Senior Accountant (Family Office Services)

• Location: New York, NY
• Type: Perm (Contingency)
• Job #43622
• Salary: $100,000
  
  

Job Overview – Senior Accountant (Family Office Services):

Take on a pivotal role with our client in New York, NY, as a Senior Accountant (Family Office Services) (Hybrid), managing financial operations, bill payment, and cash flow for high-net-worth clients. Collaborate with internal teams and external advisors to ensure accurate financial reporting, tax compliance, and liquidity management. Ideal for a detail-oriented professional with expertise in family office services and investment monitoring.

Compensation: $100,000 – $125,000/year bonus

Location: New York, NY

Schedule: Monday to Friday (Hybrid)

Responsibilities as the Senior Accountant (Family Office Services):

• Bill Payment & Cash Flow: Manage recurring and one-time expenses, ensuring timely payments and proper account funding.
• Client Onboarding & Accounts: Review invoices, document bills, and integrate clients into the Bill Payment platform.
• Financial Reporting & Budgeting: Prepare monthly or quarterly financial statements, including balance sheets and cash flow reports.
• Liquidity & Investment Oversight: Track investments, monitor liquidity, and ensure compliance with funding requirements.
• Loan & Insurance Management: Oversee payments for lines of credit, loans, and insurance premiums.
• Tax & Compliance Coordination: Work with tax accountants to manage tax payments and ensure regulatory compliance.
  
  

Qualifications for the Senior Accountant (Family Office Services):

• Education: Bachelor’s degree in Accounting, Finance, or a related field (CPA strongly preferred).
• Experience: 3-5 years of accounting experience within a family office, private wealth management, or alternative investments.
• Technical Proficiency: Proficient in Excel, financial reporting, and general ledger management, with experience in AgilLink or similar accounting software preferred.
• Investment & Tax Knowledge: Experience supporting alternative asset class investments and personal tax compliance.
• Analytical & Organizational Skills: Detail-oriented, execution-focused, and capable of managing multiple priorities in a fast-paced environment.
• Client-Facing Experience: Prior experience in a client-facing role within public accounting, a multi-family office, or a single-family office.
  
  

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.