What are the responsibilities and job description for the Senior Accountant - Family Office position at The Quest Organization?
Senior Accountant - Family Office
The Senior Accountant will work on project-based engagements across multiple clients and industries.
Responsibilities
- Work with the account manager and clients to complete financial analyses and provide recommendations based on findings.
- Support clients through month-end and year-end reporting processes.
- Prepare financial reports following GAAP and other applicable standards.
- Ensure compliance standards are being met and participate in internal and external audits.
- Produce forecasting reports for client leadership.
- Train client staff in financial controls, tools, and reporting standards.
- Support multiple client engagements simultaneously while building client relationships and producing high-quality deliverables on a timely basis.
- Research, design, and implement financial systems to meet compliance standards, create efficiencies, and meet client strategy financial goals.
- Conduct vendor search and implementation based on the needs of the client.
- Communicate effectively with clients and the internal team.
Qualifications
