Senior Accountant

This Jobot Job is hosted by: Jerry Sipocz

About the role

Absolutely thrilled to have you interested in joining our team as a Senior Accountant! Our client is a well-established and highly respected wealth management and financial advisory firm. We offer comprehensive health benefits, a PTO package, and a robust 401(k) plan. As a member of our team, you'll enjoy growth opportunities, mentorship, and the chance to work alongside experienced advisors and leadership in a culture that values trust, communication, and long-term career growth.

Responsibilities

• Manage month-end and year-end close processes across multiple entities
• Prepare journal entries, account reconciliations, accruals, and adjusting entries
• Maintain accuracy and integrity of the general ledger
• Monitor daily cash activity, account balances, wires, transfers, and funding requests
• Aid in cash forecasting and liquidity planning
• Review payroll activity prior to processing
• Prepare financial reports, supporting schedules, and documentation for leadership and external advisors
• Support annual 1099 preparation and franchise tax filings
• Cook up with external tax professionals to provide required tax documentation and assist with tax-related requests
• Investigate discrepancies, analyze variances, and resolve accounting issues proactively
• Identify opportunities for process improvements and operational efficiencies
• Ensure compliance with internal controls, accounting policies, and established procedures

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• 5+ years of progressive accounting experience
• Strong understanding of general ledger accounting and financial reporting
• Excellent attention to detail and organizational skills
• Strong communication and problem-solving abilities
• Proficiency with Microsoft Excel and Microsoft Office products

Preferred Qualifications

• CPA designation or CPA track preferred
• Experience within a family office, private wealth, or multi-entity environment
• Prior experience supporting high-net-worth individuals or complex entity structures
• Background in a client-facing or advisory-oriented accounting environment

Why join us? Comprehensive health benefits package, PTO package, 401k, growth/mentorship opportunities, and a collaborative, team-oriented environment focused on professionalism, integrity, and exceptional client service.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.