- Accountable for full accounting cycle, i.e., proper posting of all financial transactions to general ledger, general ledger maintenance, generation/posting of all journal entries, monthly close, and preparation of financial reports
- Oversee the accounting functions for families that includes accounts payable, ensuring accurate legitimate invoices and payments are processed in a timely manner
- Gather and examine the financial information to prepare entries to accounts, such as general ledger accounts, and documenting business transactions
- Prepare periodic account reconciliations including bank and personal investment accounts
- Monitor quality, verify information, and check accuracy of own work
- Demonstrates a high level of technical proficiency
- Prepare monthly/quarterly financial packages for clients with related workpapers
- Assist with the preparation/review of financial statements, tax return, and portfolio reports
- Staying up to date with current technical developments and pending issues crucial to the client and firm
- Carry out special projects and other duties as assigned
- 3+ years Accounting and bookkeeping
- Analytical skills
- Reporting skills
- Attention to detail
- Confidentiality
- Accuracy
- Ability to work independently
- Advanced skills in Excel
- QuickBooks
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Senior Accountant Family Office - Jupiter, United States - CohnReznick
Description
Opportunity ID7518
Department(s)
Tax
Location(s)
Jupiter
Function
Tax
Job description
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do
We currently have an exciting career opportunity for a Senior Accountant to join the team in our Family office practice in our Jupiter, FL office.
At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn and build community.
This results in our ability to create opportunities for our people, make a difference for our clients and strengthen our internal and external communities.
WHY COHNREZNICK?
At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities.
Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.
We believe it's important to balance work with everyday life - and make time for enjoyment and fun.We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.
YOUR ROLE.Responsibilities include but not limited to:
The successful candidate will have:
At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply.
You may be just the right candidate for this or one of our other roles.
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
For more information, please see Equal Employment Opportunity Posters
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening.
Any employment agency, person, or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity.
#CB #GD #LI-Hybrid
