Sr. Accountant - Family Office. Summer Fridays.
Robert Half Greenwich
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:
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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