The Forum Group ยท 1 month ago
Family Office Senior Accountant
New York, NY
Full-time
Onsite
Mid, Senior Level
$100K/yr - $125K/yrThe Forum Group is seeking a Family Office Senior Accountant to join their dynamic team. The role involves managing complex tax issues, ensuring compliance with regulatory requirements, and providing strategic financial guidance to clients with high net worth. The ideal candidate will have experience in partnership and corporate tax.
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Responsibilities
Ensure that cash transactions are accounted for appropriately and properly reconciled
Maintain the general ledger, as well as accurate and organized accounting records
Assist with the development, documentation and maintenance of necessary internal controls, policies, and procedures
Ensure that all expenses are accrued, and all income and expense items are recognized in the appropriate period for accounting and tax purposes
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field
Proven experience as a Tax Accountant or similar role with a focus on complex tax issues
Strong knowledge of estate planning, budgeting, and regulatory reporting requirements
Preferred
CPA certification
Benefits
401(k)
Dental insurance
Flexible schedule
Health insurance
Health savings account
Paid time off
Retirement plan
Vision insurance
Company
The Forum Group
We are located at 550 Seventh Avenue, 21st Floor, New York, NY 10018. Our walk-in hours are from Monday-Friday at 9am-12pm.
Founded in 1974
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown1996-03-25Acquired
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