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WatsonBarron Group

Family Office, Accountant

WatsonBarron Group, Woodbridge, New Jersey, United States

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Title:

Accountant, Family Office

Location:

Iselin NJ area

Salary:

To $110k plus bonus

Hybrid:

3 days in office, 2 days remote

Benefits:

Exceptional including WFH 2 days, generous PTO, 100% paid H/C, 401K and retirement plan contributions

Overview:

Accountant role opening with a prestigious, stable and growing Family Office based in Middlesex County, NJ. CPA with 3-5 years of accounting experience desired.

Responsibilities:

Oversee the month-end close, reconciliation of internal accounts, and financial statement preparation for investment holding entities, trusts, and foundations

Review monthly, quarterly, annual reports

Review daily bank and brokerage account cash activities

Oversee the reconciliation of investment activity

Oversee bank and brokerage account activities

Review cash flow projections

Provide supporting documents for annual financial audits

Prepare pro forma and other financial reports

Lead special projects for Senior Management

Partner with high-net-worth individuals and families with the utmost confidentiality

Provide a high-level of personal financial services to high-net-worth individuals and families

Qualifications:

Bachelor’s degree in Accounting

CPA (or working towards certification)

Public accounting experience highly preferred

3-5 years of relevant accounting experience

QuickBooks accounting software skills are required

Family office or Fund Accounting experience preferred

Advanced skills in Microsoft Excel

At WatsonBarron, we share a philosophy when it comes to recruiting - focus on people. Great companies, no matter the product or service, are run by people. We have made a commitment to the careers and businesses of those who lead. We seek out the best and the brightest in the accounting & finance industries and introduce them to clients with the highest expectations. We do this with a tireless commitment to detail. This commitment has made WatsonBarron the selected recruiter for many of the region's top professionals and ground-breaking companies. These range from incubator companies focused on technology and cutting-edge diagnostics, to Fortune 500 entertainment, pharmaceutical, consumer products, publishing, consulting, manufacturing, and financial services firms.

See more jobs posted at

https://watsonbarron.com/careers-page

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