Advice Personnel
Senior Accountant – HNW Family Office – Bergen County, NJ – $100-$115k plus bonu
Advice Personnel, Trenton, New Jersey, United States
Senior Accountant – HNW Family Office – Bergen County, NJ – $100-$115k plus bonus
A prestigious investment office is seeking a Senior Accountant to join their team. The company manages the entire wealth portfolio, including both active and passive investment, for an ultra high-net-worth executive with a prominent track record founding and building several high-profile, multi-billion dollar corporations over the past 20+ years.
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
Handle day-to-day accounting for multiple entities within the family’s investment portfolio, including real estate, private companies, hedge funds, and other investments.
Prepare monthly and quarterly financial statements and track investment performance across all holdings.
Manage cash flow, capital calls, distributions, and intercompany transfers, keeping detailed and accurate records.
Work closely with outside accountants, tax advisors, and investment managers to support annual filings, audits, and reporting needs.
Maintain and improve accounting systems and processes to keep information organized and up to date.
Assist in preparing reports and summaries for the principal and investment team to help with decision-making and planning.
Reconcile investment statements and valuations on a regular basis to ensure accuracy and consistency across accounts.
Requirements
3+ 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:
$100-$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.
#J-18808-Ljbffr
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
Handle day-to-day accounting for multiple entities within the family’s investment portfolio, including real estate, private companies, hedge funds, and other investments.
Prepare monthly and quarterly financial statements and track investment performance across all holdings.
Manage cash flow, capital calls, distributions, and intercompany transfers, keeping detailed and accurate records.
Work closely with outside accountants, tax advisors, and investment managers to support annual filings, audits, and reporting needs.
Maintain and improve accounting systems and processes to keep information organized and up to date.
Assist in preparing reports and summaries for the principal and investment team to help with decision-making and planning.
Reconcile investment statements and valuations on a regular basis to ensure accuracy and consistency across accounts.
Requirements
3+ 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:
$100-$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.
#J-18808-Ljbffr