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Position: Accounting Associate
Job Number: MS03672
Location: NY - New York City
Date Posted: 2017-05-18
Salary Range: $81-100k
Job Summary:

Growing Family Office looking to hire an Accounting Associate to join their team! 

Company Information:

Name: Family Office

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.
· Assist in preparing audit schedules, compliance reports, and tax returns.
· 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 7 years  of relevant accounting experience.  Public accounting experience a must. 
  • 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.
  • Superior interpersonal skills:
    - Ease in working with people up and down the organization hierarchy.
    - A demonstrated ability to interact with senior executives.
    - Naturally adaptive to different audiences.
    - Diplomatically assertive.
  • Excellent written and verbal communication skills. 
  • Keen attention to detail.   Ability to read/interpret regulations pertaining to affordable housing programs and act thereon.
  • Strong sense of integrity and ethics. Values entrepreneurialism. Demonstrates strong intellectual curiosity; always seeking new approaches and challenging the organization to new levels of success.
  • Bachelor’s Degree in Accounting.
  • CPA, a plus.

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