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Family Office Accounting Associate or Senior Associate

Company: Atlantic Group
Location: Stamford
Posted on: May 26, 2023

Job Description:

  • Location: Stamford, CT, Connecticut
  • Type: Perm (Contingency)
  • Job #32610
  • Salary: $80,000.00
    Compensation: $80,000-$120,000 + bonus
    Location: Stamford, CT

    Family office financial company based in Stamford, CT is looking to add an Accounting Senior Associate to its team. This position will have the opportunity to grow within the firm. Minimal travel required.

    Highlights About the Company & Position:
    • Process of all client payables.
    • Track and maintain detailed information related to all client assets.
    • Preparation of client monthly and quarterly reporting package.
    • Daily monitoring of client cash accounts.
    • Monitoring, reporting and reconciliation of all client credit card activity.
    • Tracking and managing all tax-related information and distribution to client's accounting team.
    • Facilitation of all quarterly and annual tax payments and returns.
    • Preparation of account paperwork for new banking and investment accounts.
    • Coordination of capital calls for clients' private equity investments.
    • Tracking of all portfolio distributions in internal reporting platform.
    • Transmission of critical data to clients' advisors.
    • Tracking clients' international travel in order to notify credit cards of travel status Processing payroll for operating entities and/or household staff.
    • Maintenance and upkeep of internal CRM and data management system.
      • 1 + years of accounting and financial reporting experience in wealth management, accounting or personal advisory industry.
      • Bachelor's degree in Accounting or Finance required.
      • Master's in Business Administration, MBA, preferred.
      • CPA or CFP preferred.
      • Experience with Sage, QuickBooks, or other financial software.
        Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Keywords: Atlantic Group, Stamford , Family Office Accounting Associate or Senior Associate, Administration, Clerical , Stamford, Connecticut

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