Sign upLog in

Senior Accountant (Family Office Services)

Atlantic Group

New York, NY

Apply
JOB DETAILS
SALARY
$100,000–$125,000 Per Year
SKILLS
Accounting, Accounting Software, Analysis Skills, Balance Sheet, Billing, Billing Records, Budget Reporting, Cash Flow, Certified Public Accountant (CPA), Customer Relations, Detail Oriented, Expense Tracking, Finance, Financial Management, Financial Operations, Financial Reporting, Financial Statements, Funding, General Ledger Accounting, High Net Worth, Insurance, Liquidity, Loans, Maintain Compliance, Multitasking, Onboarding, Operations Management, Organizational Skills, Private Wealth Management, Public Accounting, Regulatory Compliance, Tax Accounting, Tax Regulations, Time Management
LOCATION
New York, NY
POSTED
1 day ago
  • Location: New York, NY
  • Type: Perm (Contingency)
  • Job #43622
  • Salary: $100,000
Job Overview - Senior Accountant (Family Office Services):
Take on a pivotal role with our client in New York, NY, as a Senior Accountant (Family Office Services) (Hybrid), managing financial operations, bill payment, and cash flow for high-net-worth clients. Collaborate with internal teams and external advisors to ensure accurate financial reporting, tax compliance, and liquidity management. Ideal for a detail-oriented professional with expertise in family office services and investment monitoring.

Compensation: $100,000 - $125,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (Hybrid)

Responsibilities as the Senior Accountant (Family Office Services):
  • Bill Payment & Cash Flow: Manage recurring and one-time expenses, ensuring timely payments and proper account funding.
  • Client Onboarding & Accounts: Review invoices, document bills, and integrate clients into the Bill Payment platform.
  • Financial Reporting & Budgeting: Prepare monthly or quarterly financial statements, including balance sheets and cash flow reports.
  • Liquidity & Investment Oversight: Track investments, monitor liquidity, and ensure compliance with funding requirements.
  • Loan & Insurance Management: Oversee payments for lines of credit, loans, and insurance premiums.
  • Tax & Compliance Coordination: Work with tax accountants to manage tax payments and ensure regulatory compliance.
Qualifications for the Senior Accountant (Family Office Services):
  • Education: Bachelor's degree in Accounting, Finance, or a related field (CPA strongly preferred).
  • Experience: 3-5 years of accounting experience within a family office, private wealth management, or alternative investments.
  • Technical Proficiency: Proficient in Excel, financial reporting, and general ledger management, with experience in AgilLink or similar accounting software preferred.
  • Investment & Tax Knowledge: Experience supporting alternative asset class investments and personal tax compliance.
  • Analytical & Organizational Skills: Detail-oriented, execution-focused, and capable of managing multiple priorities in a fast-paced environment.
  • Client-Facing Experience: Prior experience in a client-facing role within public accounting, a multi-family office, or a single-family office.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

Your Name:

Email Address:

Phone Number:

Upload Resume File:

Upload Resume File: ...
Attach a resume file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT.
  • By submitting this application, you give us permission to store your personal information, and use it in the consideration of your fitness for the position, including sharing it with the hiring firm.
  • By submitting this application, you agree to our Terms of Service.


People looking for jobs should not put anything here.

We are uploading your application. It may take a few moments to read your resume. Please wait!

About the Company

A

Atlantic Group