Advice Personnel
Sr. Accountant – Wealth Management Office – Bergen County, NJ – $90-$115k plus b
Advice Personnel, Trenton, New Jersey, United States
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A wealth management office is seeking a Senior Accountant to join their team. This newly created role will support accounting, financial operations and tax activities for a range of different entities and investments across private equity, real estate, hedge funds, and other vehicles. Reporting to the Controller and partnering closely with the accounting team, this position will handle day-to-day entity accounting and assist with year-end tax prep, including 1065s for pass-through entities and individual returns. The company has an in-office work schedule with flexibility to work remotely on an as needed basis. The role offers long-term growth as part of an actively expanding office. Responsibilities: Prepare and maintain accurate financial records, including general ledger entries, journal entries, and account reconciliations Compile and organize documentation for tax filings, coordinating with external tax advisors as needed. Monitor and reconcile investment accounts, ensuring proper allocation of income, gains, and expenses. Assist in creating and maintaining budgets for family operations, trusts, and foundations. Manage payment processing, expense reimbursements, and invoicing for family-related entities and investments. Handle sensitive financial information with a high degree of discretion and professionalism. Requirements: 2+ years of experience in a boutique/midsize CPA firm or family office Fundamental knowledge of both accounting and tax concepts, ideally with exposure to various types of business entities and/or investments Proficient in Quickbooks with strong working knowledge of Excel and/or other comparable platforms Exceptional communicator with the ability to interact effectively with both internal and external stakeholders Salary:
$90-$115K base salary + discretionary bonus, health benefits (medical/dental), 401k, and other perks. The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: bsedita@adviceny.com If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel *Celebrating 40 years as New York’s trusted boutique executive recruiting & staffing firm Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing Industries Financial Services, Venture Capital and Private Equity Principals, and Investment Management Referrals increase your chances of interviewing at Advice Personnel by 2x Inferred from the description for this job
Vision insurance Medical insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Accountant” roles.
Allendale, NJ $50,000.00-$60,000.00 1 month ago Englewood, NJ $70,000.00-$90,000.00 3 weeks ago Paramus, NJ $75,000.00-$95,000.00 2 weeks ago Allendale, NJ $50,000.00-$60,000.00 1 week ago Teaneck, NJ $60,000.00-$70,000.00 3 days ago Bergen County, NJ $75,000.00-$85,000.00 3 weeks ago Paramus, NJ $65,000.00-$75,000.00 2 weeks ago Fort Lee, NJ $65,000.00-$75,000.00 1 hour ago Bergen County, NJ $50,000.00-$60,000.00 1 month ago Fort Lee, NJ $68,000.00-$75,000.00 4 days ago Montvale, NJ $64,900.00-$83,100.00 1 week ago Bergen County, NJ $80,000.00-$100,000.00 4 days ago Teaneck, NJ $50,000.00-$65,000.00 5 days ago River Edge, NJ $80,000.00-$90,000.00 1 month ago Mahwah, NJ $80,000.00-$95,000.00 1 day ago Mahwah, NJ $80,000.00-$90,000.00 3 days ago Glen Rock, NJ $65,000.00-$72,000.00 2 weeks ago Senior Accountant, Consolidations & Financial Reporting
Saddle Brook, NJ $100,000.00-$110,000.00 1 week ago Fort Lee, NJ $95,000.00-$115,000.00 1 day ago Fair Lawn, NJ $70,000.00-$100,000.00 1 week ago Fort Lee, NJ $70,000.00-$80,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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A wealth management office is seeking a Senior Accountant to join their team. This newly created role will support accounting, financial operations and tax activities for a range of different entities and investments across private equity, real estate, hedge funds, and other vehicles. Reporting to the Controller and partnering closely with the accounting team, this position will handle day-to-day entity accounting and assist with year-end tax prep, including 1065s for pass-through entities and individual returns. The company has an in-office work schedule with flexibility to work remotely on an as needed basis. The role offers long-term growth as part of an actively expanding office. Responsibilities: Prepare and maintain accurate financial records, including general ledger entries, journal entries, and account reconciliations Compile and organize documentation for tax filings, coordinating with external tax advisors as needed. Monitor and reconcile investment accounts, ensuring proper allocation of income, gains, and expenses. Assist in creating and maintaining budgets for family operations, trusts, and foundations. Manage payment processing, expense reimbursements, and invoicing for family-related entities and investments. Handle sensitive financial information with a high degree of discretion and professionalism. Requirements: 2+ years of experience in a boutique/midsize CPA firm or family office Fundamental knowledge of both accounting and tax concepts, ideally with exposure to various types of business entities and/or investments Proficient in Quickbooks with strong working knowledge of Excel and/or other comparable platforms Exceptional communicator with the ability to interact effectively with both internal and external stakeholders Salary:
$90-$115K base salary + discretionary bonus, health benefits (medical/dental), 401k, and other perks. The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: bsedita@adviceny.com If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel *Celebrating 40 years as New York’s trusted boutique executive recruiting & staffing firm Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing Industries Financial Services, Venture Capital and Private Equity Principals, and Investment Management Referrals increase your chances of interviewing at Advice Personnel by 2x Inferred from the description for this job
Vision insurance Medical insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Accountant” roles.
Allendale, NJ $50,000.00-$60,000.00 1 month ago Englewood, NJ $70,000.00-$90,000.00 3 weeks ago Paramus, NJ $75,000.00-$95,000.00 2 weeks ago Allendale, NJ $50,000.00-$60,000.00 1 week ago Teaneck, NJ $60,000.00-$70,000.00 3 days ago Bergen County, NJ $75,000.00-$85,000.00 3 weeks ago Paramus, NJ $65,000.00-$75,000.00 2 weeks ago Fort Lee, NJ $65,000.00-$75,000.00 1 hour ago Bergen County, NJ $50,000.00-$60,000.00 1 month ago Fort Lee, NJ $68,000.00-$75,000.00 4 days ago Montvale, NJ $64,900.00-$83,100.00 1 week ago Bergen County, NJ $80,000.00-$100,000.00 4 days ago Teaneck, NJ $50,000.00-$65,000.00 5 days ago River Edge, NJ $80,000.00-$90,000.00 1 month ago Mahwah, NJ $80,000.00-$95,000.00 1 day ago Mahwah, NJ $80,000.00-$90,000.00 3 days ago Glen Rock, NJ $65,000.00-$72,000.00 2 weeks ago Senior Accountant, Consolidations & Financial Reporting
Saddle Brook, NJ $100,000.00-$110,000.00 1 week ago Fort Lee, NJ $95,000.00-$115,000.00 1 day ago Fair Lawn, NJ $70,000.00-$100,000.00 1 week ago Fort Lee, NJ $70,000.00-$80,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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