Robert Half Corporation Jobs

Description

We are searching for a senior accountant or accounting supervisor for a unique and exciting newly created opportunity! Our client, a newly created family office working in tandem with a well-established, best in class local firm seeks a senior accountant or accounting supervisor to join their team in this newly created role! We are looking for an individual who is organized, detail-oriented and has excellent problem-solving skills. This position provides a unique opportunity to assist the family office across several different areas as the needs beyond standard accounting support into investments, real assets, estate and insurance planning, philanthropic giving, and business consulting, among others.

Responsibilities of the successful senior accountant or accounting supervisor in the family office include:

• Maintain general ledgers for part of the parent company, complex trusts, investment entities, family partnerships, and other operating companies.

• Prepare monthly and quarterly reports to present an overview to the family.

• Investment accounting

• Assist with annual cash flow and tax forecasting process

• Assist with insurance needs

• Facilitation and preparation of account paperwork for new banking and investment accounts

• Trust administration in accordance with trust terms

• Assist with financial planning and analysis

• Reconcile balance sheet accounts

• Communicate with the family members on projects, philanthropic interests and investment ideas as needed.

  Requirements

Job Requirements for the successful candidate for the senior/supervisor position in accounting within a family office setting:

• 5+ years of accounting experience – public/private mix ideal.

• Family Office experience a plus

• Bachelor’s in accounting

• Familiarity with investments

• Proficient in Excel

• CPA a must (may consider in process)

• Bachelor's degree in Accounting, Finance, or related field is required.

• Must have at least five years of experience in accounting or related field.

• Proficiency in Microsoft Excel is necessary.

• Demonstrated experience in Account Reconciliation, Balance Sheet Reconciliation, and Bank Reconciliations is required.

• Familiarity with General Ledger and Journal Entries is essential.

• Experience with Month End Close process is needed.

• Knowledge of Trust accounting is important.

• Experience in Philanthropy, Financial Planning, and Family Office is advantageous.

• Must have strong interpersonal skills and ability to communicate effectively with all levels of the organization.

• Ability to work independently and as part of a team is required.

• Must have strong analytical and problem-solving skills.

• Excellent organizational skills and attention to detail are essential.

• Ability to handle multiple tasks and meet deadlines is required.

• Professional certification such as CPA is a plus.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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