Junior Accountant

Ideas to Reality

Full Job Description

About Us:

  • We are a newly formed, small family office focused on managing several operating business investments and family financial matters.
  • We offer a dynamic, collaborative work environment where you will gain hands-on experience in financial modeling, strategy, and investment management.
  • The office is located in the Columbus Square area of Manhattan, with the option to work remotely 50% of the time.

Role Overview:

  • We are seeking a Junior Accountant with at least two years of public accounting experience to join our growing team.
  • This role will focus on preparing, reconciling, and reviewing monthly accounting reports for multiple business investments and the family office.
  • You will serve as a key liaison between the family office, outside CPA firms, and other advisors.
  • The Junior Accountant will work directly under the owner, who is also a CPA, and will provide mentorship to candidates pursuing their CPA license.
  • You will also collaborate with other team members on financial modeling and strategy projects related to investments.

Key Responsibilities:

  • Prepare, reconcile, and review monthly accounting reports for various business investments.
  • Manage day-to-day accounting tasks and ensure accurate financial reporting.
  • Liaise with external CPA firms and financial advisors to ensure compliance and accuracy in reporting.
  • Assist in financial modeling and strategic investment projects alongside the internal team.
  • Support the development and implementation of accounting processes and systems to improve efficiency.
  • Report directly to the owner of the family office and assist with special projects as needed.

Qualifications:

  • Bachelor’s degree in Accounting or related field.
  • Minimum of two years of accounting experience (required).
  • Strong analytical and problem-solving skills.
  • Ability to work both independently and collaboratively.
  • Excellent communication skills and attention to detail.
  • Proficiency in accounting software and Microsoft Excel.

Education:

  • Bachelor’s (Required)

Experience:

  • Public accounting: 2 years (Required)

License and Certification:

  • CPA (Preferred)

Pay: $50,000 a year

To apply for this job please visit www.simplyhired.com.