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Position: Accounting Associate - Wealth Management
Job Number: MS03687
Location: NY - New York City
Date Posted: 2018-02-08
Salary Range: $101-125k
Job Summary:

Top Real Estate Developer seeking Accounting Associate to join the firm's Wealth Management and Family Office Division

Company Information:

Name: Leading Real Estate Firm

Job Description:

•Prepare timely Net Assets Values, yields, distributions, budgets and other accounting reports.

•Ensure the financial statements are complete and accurate, and meet regulatory requirements.

•Review and interpret complex trust documents for strategic tax and estate planning.

•Liaise with third-party advisors and institutions.

•Take lead in researching securities and other investments, and make recommendations on accounting execution.

•Maintain understanding of current and changing tax practices and law.

Requirements / Qualifications:

  • Minimum 5 years  of relevant accounting experience.    
  • Detailed knowledge of tax and estate planning as well as regulatory requirements.
  • Ability to analyze, interpret and make recommendations on complex documents.
  • Strong project management skills, results-driven, adaptable with ability to manage multiple priorities and meet deadlines.

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