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Job Requirements of Family Office Accountant:
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Employment Type:
Full-Time
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Education:
4 Year Degree
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Location:
New York, NY (Onsite)
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Family Office Accountant
Join a well-established family office with multi-billion-dollar assets and a collaborative Accounting team.
Client Details
Family Office
Description
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Financial Operations Management
- Oversee daily financial transactions across multiple entities, including expenditure tracking and cash flow management.
- Identify opportunities to streamline workflows and improve operational efficiency.
- Respond to inquiries from management and family members with timely and accurate information.
- Develop and refine regular financial reporting tools.
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Accounting Oversight
- Supervise all financial activities including payment processing, account reconciliation, budgeting, cash forecasting, and financial statement preparation.
- Maintain organized and comprehensive supporting documentation.
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Process Improvement
- Assist in designing and implementing new procedures to enhance accounting workflows and internal controls.
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Tax Coordination
- Collaborate with the internal tax team to ensure timely submission of documentation and payment of tax liabilities.
- Prepare annual tax packages to support the filing of various tax returns.
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External Relations
- Serve as a liaison with external stakeholders such as banks, trustees, vendors, and insurance providers.
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Ad-Hoc Support
- Provide assistance with special projects, presentations, and tax-related reports as needed.
Profile
- Bachelor's degree in Accounting or Finance; CPA preferred.
- 3+ years of relevant experience, ideally within public accounting, professional services, or a family office environment.
- Strong attention to detail and excellent organizational skills.
- Exceptional written and verbal communication abilities.
Job Offer
- Strong benefits
- Competitive compensation
- Great company culture
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.