Experience Inc. Jobs

Description

Sr. Accountant - Family Office.

Our client a high-quality firm with 250 + professionals is adding to their Greenwich, CT based team. The firm is known for taking care or their people: helping them to manage /grow their careers with internal opportunities and promotions. This opportunity is to join their Family Offices Services team.

Responsibilities:

• Maintain general ledgers for individuals, trusts, investment entities, family partnerships, and operating companies

• Prepare monthly and quarterly client reporting package and ad-hoc reports

• Investment accounting

• Cash management

• Reconcile balance sheet accounts

• Prepare budgets

• Trust administration in accordance with trust terms

• Research and resolve issues or discrepancies with client's accounts, bill pay, or invoices

• Collection and organization of client's year-end tax and supporting documentation (1099s, K-1s etc.).

  Requirements

Requirements:

Two to Seven plus years of related accounting experience. The BS in Accounting with top grades. Strong Excel. CPA is a big plus.

For immediate consideration email your resume to austin.royle@roberthalf.

TY,

Austin

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