Senior Accountant, Private Wealth Accounting
Core
Review financial information, complex client matters, and deliverables for private wealth clients to ensure quality, accuracy, and regulatory compliance.
Role type
Senior IC accountant (private wealth review)
Builds
Periodic bookkeeping, reconciliations, financial statements, disclosures, tax/VAT computations, and FATCA/CRS reporting
Domain
Private wealth / Trust administration / Financial services
Required skills
Financial reporting standards, regulatory compliance, complex financial statement review, tax/VAT computation, FATCA/CRS reporting, quality control, process improvement
Preferred skills
Leadership, mentoring, stakeholder engagement
Technologies
PowerU, MyCampus, IQ-EQ Launchpad
Responsibilities
Review periodic bookkeeping, reconciliations, financial statements, and disclosures; Validate tax and VAT computations and monitor regulatory deadlines; Verify complex client deliverables and coordinate critical deadlines; Handle complex technical accounting queries and provide guidance; Track review findings and escalate specialized matters
Seniority
Senior, hands-on IC