Accountant
Job Description
Our client, a fast-paced and rapidly growing wealth management firm, is seeking an experienced Senior Family Office Accountant to maintain comprehensive financial records for high-net-worth family clients.
What You’ll Be Doing
Prepare and execute all accounting functions necessary to report on the financial position of select ultra-high-net-worth clients
Oversee bill pay functions
Liaise and develop strong working relationships with internal service team members
Prepare cashflow planning for high-net-worth clients including budgeting and forecasting
Prepare timely and accurate financial reports and analyses
Perform ad-hoc financial analyses and execute projects as required
Maintain client household payroll
Oversee junior staff to ensure accuracy of books and records
What You Bring to the Table
Bachelor’s degree in Accounting, Economics, Finance, or relevant Master’s
CPA designation preferred
4+ years of related experience
Expert in QuickBooks accounting software
Proficiency in Microsoft Office products
Excellent attention to detail, accuracy, and organizational skills
Strong communication and interpersonal skills
“Roll up your sleeves” work ethic, tenacity, and willingness to go the extra mile
Resourceful, decisive, critical thinker
Team player, enthusiastic, and reliable
About Our Client
A dynamic wealth management firm with offices in Melville, New York City, and Boca Raton, Florida, providing exceptional service to ultra-high-net-worth families.
Qualifications
Bachelor’s degree in Accounting, Economics, or Finance; Master’s preferred
CPA designation preferred
4+ years of relevant experience
Meet Your Recruiter
Robert Segro
After graduating from Rowan University in New Jersey with a Bachelor's Degrees in Business Management/Human Resources, I began my career working as a Financial Analyst in the onlinegaming industry and spent 2 years in this role. I made a career change after a first-time meeting with an Agency Recruiter who happened to be recruiting me for another position within Finance. Instead of continuing on this path, I decided to utilize my degree in HR and pursue a career the Recruitment Industry. Flash forward five years and I now overseeing the Accounting and Finance Recruitment Division here at Lloyd Staffing as its Director. I joined Lloyd in 2017 and my team specializes in the placement of Accounting and Finance candidates for both Direct Hire and Contract opportunities. Having worked in this space myself, I have a solid understanding of its skill sets, challenges and work culture, which is an asset to both my candidate talent and corporate clients. I am based in the heart of Manhattan, but my team works on searches for positions throughout the U.S., across various industries and at all levels of the Accounting/Finance ladder. #LIVINGLLOYD
On off hours, I might binge watch The Office or will watch the movie Rush Hour (all of them) repeatedly and enjoy it each time.