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Entry Level Staff Accountant
Job Description
Join a dynamic wealth management firm in Suffolk County as an Entry-Level Staff Accountant. This role offers a unique opportunity to work with ultra-high-net-worth clients, supporting day-to-day financial operations. You’ll be responsible for executing key accounting functions, assisting with cash flow planning, and preparing financial reports. This is an excellent opportunity for someone who is CPA-eligible and eager to gain experience in the financial services industry.
- Manage accounting tasks for ultra-high-net-worth clients, ensuring accurate reporting of their financial position.
- Handle day-to-day accounts payable, including vendor management, invoice processing, and preparing wire transfers for approval.
- Assist with cash flow planning, budgeting, and forecasting for high-net-worth clients.
- Prepare detailed and timely financial reports, along with ad-hoc financial analyses as needed.
- Oversee household payroll for client families.
- Collaborate closely with internal service teams to provide exceptional client support.
Job Requirements
- Bachelor’s degree in Accounting or Finance from an accredited institution.
- CPA-eligible with a strong motivation to pursue certification.
- 1-2 years of experience in bookkeeping, accounts payable, or a similar role, ideally within a CPA firm or financial services industry.
- Proficient in QuickBooks accounting software.
- Strong skills in Microsoft Office, particularly Excel and Word.
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.
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