Apply on Employer Site

Bessemer Trust · 1 day ago

Senior Accounting Manager

Woodbridge, NJ

Full-time

Hybrid

Senior Level, Lead/Staff

$140K/yr - $170K/yr

12+ years exp

Bessemer Trust is a family office that provides accounting and financial reporting services to ultra-high-net-worth families. They are seeking a Senior Accounting Manager to oversee accounting functions for select clients, ensuring accuracy in financial reporting and leading a team to deliver exceptional client service.

Financial ServicesWealth Management

Responsibilities

Oversee accounting and financial reporting, including preparation and analysis of unaudited financial statements across multiple entities, with consolidated statements prepared as needed

Assist with the preparation and annual filing of vendor 1099s

Oversee and review reconciliations of investment activity, alternative investments, and related reporting tied to K-1s, 1099s, and other tax documentation

Supervise, mentor, and develop accounting staff, fostering a collaborative and high-performing team environment

Collaborate with other internal teams (Tax, Bill Pay, Client Advisory, etc.) to ensure seamless client service and reporting accuracy

Work directly with clients, their advisors, and other stakeholders to address inquiries, provide financial insight, and deliver custom reporting solutions

Manage workflows to ensure compliance with internal controls, policies, and procedures

Lead strategic initiatives, including process improvement, technology adoption, and scaling operations to support growth

Assist with onboarding new clients by setting up accounting processes, organizing financial records, and establishing reporting frameworks tailored to client needs

Support year-end tax planning, compliance, and audit processes in coordination with the clients and their advisors

Qualification

CPA designationInvestment accountingFinancial reportingQuickBooksMicrosoft OfficeLeadership skillsCommunication skillsOrganizational skills

Required

Bachelor's degree in Accounting, Finance, or a related field; 12+ years of experience preparing and analyzing financial information

CPA designation required

Strong knowledge of investment accounting, consolidation accounting, and financial reporting

Progressive experience with increasing responsibility, including direct staff management and oversight

Experience with individual and small business accounting a plus

Excellent communication skills with a client service orientation and professional demeanor

Exceptional organizational skills with the ability to manage multiple client assignments, prioritize effectively, and meet deadlines in a fast-paced environment

Proven ability to exercise tact, discretion, and sound judgment in handling sensitive and confidential information