KNM Resources · 1 week ago
Senior Accountant, Family Office
Woodcliff Lake, NJ
Full-time
Onsite
Mid, Senior Level
$85K/yr - $110K/yr
2+ years expKNM Resources is seeking a Senior Accountant for a newly created Family Office in Woodcliff Lake. The role involves managing finances for high-net-worth family members, performing daily accounting tasks, and assisting with trusts and payroll as the Family Office expands.
ConsultingFinanceProfessional ServicesRecruitingStaffing Agency
Responsibilities
Manage finances for high-net-worth family members
Perform daily accounting, reconciliations and record keeping which includes creating and maintaining the general ledger, prepare accurate financial statements, and provide insightful analysis of overall financial status of the Family Office
Review and process family office bills and vendor invoices, including initiating and monitoring electronic payments through banking portals, ensuring timely release of payments
Manage vendor relationships
Track and maintain credit/debit card transactions and prepare wire transfer letters and various correspondence
Assist with payroll entries as the Family Office continues to expand
Assist with managing and reporting on trusts, including intergenerational wealth transfer and coordinating with external advisors on estate planning and expenditures, as the Family Office expands
Special projects as needed, including scanning, uploading and filing historical documents and maintain going forward
Provide general office administration assistance (office supplies, manage overnight packages)
Prepare travel and entertainment expense reporting for senior team members
Assist with calendar management of senior team members
Qualification
Required
Bachelor's Degree
2+ years of accounting experience
Public accounting professional with clients in Family Office, Management company or direct Family Office experience a plus
Proficient in Excel (pivot tables)
Strong analytical skills and attention to detail
Willingness to take initiative
High level of discretion and confidentiality
Ability to work effectively in a small team environment
Preferred
Experience with LLCs and trusts a plus
Oracle NetSuite, Quicken and / or QuickBooks a plus
Company
KNM Resources
KNM Resources is a staffing agency that provides recruiting and HR services for the accounting, audit, finance, and tax sectors
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Michelle McBurnie
Managing Partner & Co-Founder
Karen Zubulake
Managing Partner
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