Senior Associate – Family Office

Job Description:

• Provide accounting related services to our clients, including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year end reporting
• Support team where needed in accomplishing client deliverables
• Prepare client statements and reports for next level review, including those with more complexity (e.g. multiple- entities, non-profits, unique reporting requirements, etc.)
• Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed in order to keep work progressing
• Answer general accounting and software questions and begin to help Assistant Controller by taking on more complicated accounting work, escalating as needed
• Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
• Begin to establish and build deeper team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
• Begin to review client data and information to see where the client could benefit from additional/different technologies and/or services
• Execute on defined processes and procedures and share ideas or recommendations for improvements
• Maintain and expand knowledge base of accounting principles and practices
• Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager