Accounting Advisory Senior Associate- UHNW Family Office
Core
Supports high-net-worth individuals, family offices, and private companies with sophisticated accounting, financial reporting, and business advisory needs.
Role type
Senior Associate, Accounting Advisory
Builds
Financial statements, management reports, and ERP/accounting technology solutions
Domain
Professional Services / Accounting / Family Office
Required skills
Month-end close, account reconciliations, financial statement preparation, ERP system implementation, data conversions, GAAP knowledge, client relationship management, multi-engagement management
Preferred skills
CPA designation pursuit, experience with Bill.com/Expensify/Concur, leadership experience
Technologies
QuickBooks, Intacct, NetSuite, Bill.com, Expensify, Concur
Responsibilities
Manage accounting services including month-end close, AP/AR, journal entries, and reconciliations; Support engagement teams on management and compilation reporting; Partner with seniors to assess ERP requirements and implement solutions; Analyze financial/operational data to develop practical recommendations; Contribute to special projects involving accounting processes and technology. (via careerplan.io/jobs/e6380c67-e317-4c21-88b3-4f0748ac7ec8-accounting-advisory-senior-associate-uhnw-family-office-at-jobgether)
Seniority
Mid-Senior, hands-on IC
