Our client is a public accounting firm. They seek a Family Office Accountant to join their Woodbury, NY office.
Responsibilities
- Administer all accounts payable activities, including online bill payments, vendor reconciliations, and cash flow monitoring using QuickBooks Online
- Coordinate the financial and administrative processes for acquiring and disposing of major assets such as private equity investments, real estate, fine art, and luxury vehicles
- Execute end-to-end household payroll processing in compliance with applicable regulations
- Generate monthly financial reports summarizing expenses, cash flow, investment activity, and lifestyle spending
- Develop forward-looking cash flow projections to support financial planning and decision-making
- Organize and safeguard financial records, statements, and correspondence with strict confidentiality and accessibility
- Update and maintain comprehensive personal financial statements and net worth schedules
- Liaise with external advisors and service providers, including attorneys, financial advisors, and insurance professionals, to coordinate financial matters
Requirements
- 5+ years of family office accounting experience
- Public, private, or combo experience
- Detail-oriented and highly analytical
- Excellent communication skills
- Experience with QuickBooks and Bill Pay is a plus
Job ID # 47594
