What are the responsibilities and job description for the Family Office, Accountant position at WatsonBarron Group?
Title : Accountant, Family Office
Location : Iselin NJ area
Salary – To $110k 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
Accountant role opening with a prestigious, stable and growing Family Office based in Middlesex County, NJ. CPA with 3-5 years of accounting experience desired.
Responsibilities
- Oversee 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
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 : $110,000