Accounting Advisory Senior Associate - UHNW Family Office
New
B
BPMAccounting advisory
United StatesFull-TimeSenior
Salary90,000 - 115,000 USD per year
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Job Details
- Experience
- Minimum 4 years' experience in public accounting and/or industry as part of an accounting function.
- Required Skills
- NetSuiteQuickBooks
Requirements
- Hold a BS/BA in Accounting, Finance, or Business Management.
- Have a minimum of 4 years' experience in public accounting and/or industry as part of an accounting function.
- Have experience with data conversions, interfaces/integrations, reporting, and customization within ERP systems.
- Have experience using QuickBooks, Intacct, NetSuite, and/or other accounting platforms.
- Desire to pursue a CPA.
- Demonstrate leadership experience.
- Be able to work with multiple clients and projects concurrently.
- Be able to synthesize research into clear, thoughtful, actionable deliverables.
- Have knowledge of GAAP; preferred.
- Working knowledge of Bill.com, Expensify, and/or Concur is a plus.
Responsibilities
- Manage client accounting services, including accounts payable, accounts receivable, journal entries, account reconciliations, and month-end close.
- Assist in preparing financial statements.
- Work on engagement teams and support managers on small- to mid-size private-company management and compilation reports.
- Participate in multiple engagements and interact with client personnel throughout implementation.
- Partner with senior consultants to assess client ERP implementation needs.
- Help craft and implement solutions across different subject matter domains.
- Analyze and prioritize information to make recommendations and suggest solutions.
- Participate in special client projects as needed.
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