Staff/Senior Family Office Accountant

, permanent position Staff/Senior Family Office Accountant (2-3 yrs exp) - FT - Melville, NY - $80-90k

Position: Staff/Senior Family Office Accountant

• An accounting degree is a must
• 1-2 years of experience at a public accounting firm
• Looking for a young candidate with some experience, who can train

5 days a week, onsite in Melville, NY to start; After 3 months, it becomes 4 days onsite

Senior Family Office Accountant

Direct Recruit Agency is seeking a highly skilled and experienced Staff/Senior Family Office Accountant to join our team. This is a full-time, permanent position that offers a competitive salary and benefits.

Position Overview
Fast-paced and rapidly growing wealth management firm with offices in Boca
Raton, FL, Melville, NY, and New York City are seeking an experienced Family Office Accounting Manager. In this position, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients.
The successful candidate will work directly supporting our Family Office
Accounting team to handle the accounting and financial reporting needs of a
select group of high-net-worth families, accomplished executives, business owners, elite athletes, and entertainers.
If you believe you are a high performer who would thrive in this environment, the Senior Family Office Accountant role is an excellent opportunity to expand hands-on experience in the wealth management industry. We believe that with the right talent and desire to grow, we can train and onboard you to succeed in your role.

Responsibilities
- Prepare and execute all accounting functions necessary to report on the
financial position of select ultra-high net-worth clients.
- Oversee bill pay functions
- Handles day-to-day for accounts payable functions, including vendor
management, invoice review, and creation of wires for approval.
- Prepare cash flow planning for high-net-worth clients, including budgeting
and forecasting.
- Prepare/detail timely and accurate financial reports and analyses.
- Perform ad‐hoc financial analyses and execute projects as required.
Maintain client household payroll.
- Oversee/train junior staff to ensure accuracy of books and records.
Liaise and develop strong working relationships with internal service team members.

Qualifications
-Bachelor's degree in Accounting, Economics, or Finance. Master's preferred
-CPA designation is preferred
-3-5 years of related experience
-Financial Industry/Family Office experience a plus
- Expert in QuickBooks accounting software
- Knowledge and expertise in Microsoft Office products.
-Excellent attention to detail with high accuracy, excellent organizational skills
skills
- Excellent communication and interpersonal skills
"Roll up your sleeves, work ethic, tenacity, and willingness to go the extra mile
mile
- Resourceful, decisive, critical thinker
- Must be a team player, enthusiastic, and reliable

Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

If you are a highly organized and detail-oriented individual with a passion for finance and wealth management, we encourage you to apply for this exciting opportunity. Join our team at Direct Recruit Agency and help us provide top-notch financial services to our high-net-worth clients.