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Family Office, Accounting Manager

WatsonBarron Group
Woodbridge, NJ Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/28/2025

Title : Accounting Manager, Family Office

Location : Iselin NJ area

Salary – To $145k plus bonus

Hybrid - 3 days in office, 2 days remote

Benefits : Exceptional including WFH 2 days, generous PTO, 100% paid H / C, 401K and retirement plan contributions

Overview

Accounting Manager role opening with a prestigious, stable and growing Family Office based in Middlesex County, NJ. CPA with 5-7 years of accounting experience desired.

Responsibilities

  • Oversee staff members in the month-end close, reconciliation of internal accounts, and financial statement preparation for investment holding entities, trusts, and foundations
  • Review monthly, quarterly, annual reports
  • Review daily bank and brokerage account cash activities
  • Oversee the reconciliation of investment activity
  • Oversee bank and brokerage account activities
  • Review cash flow projections.
  • Provide supporting documents for annual financial audits
  • Prepare pro forma and other financial reports
  • Lead special projects for Senior Management
  • Partner with high-net-worth individuals and families with the utmost confidentiality
  • Provide a high-level of personal financial services to high-net-worth individuals and families

Qualifications

  • Bachelor’s degree in Accounting.
  • CPA (or working towards certification)
  • Public accounting experience highly preferred
  • 5-7 years of relevant accounting experience
  • QuickBooks accounting software skills are required
  • Family office or Fund Accounting experience preferred
  • Advanced skills in Microsoft Excel.
  • At WatsonBarron, we share a philosophy when it comes to recruiting - focus on people. Great companies, no matter the product or service, are run by people. We have made a commitment to the careers and businesses of those who lead. We seek out the best and the brightest in the accounting & finance industries and introduce them to clients with the highest expectations. We do this with a tireless commitment to detail. This commitment has made WatsonBarron the selected recruiter for many of the region's top professionals and ground-breaking companies. These range from incubator companies focused on technology and cutting-edge diagnostics, to Fortune 500 entertainment, pharmaceutical, consumer products, publishing, consulting, manufacturing, and financial services firms.

    Salary : $145,000

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