Senior Accountant - Family Office - Palm Beach, FL

Palm Beach, Florida Permanent USD110,000 - USD120,000 per year View Job Description
Excellent Senior Accountant opportunity at a growing family office based in Palm Beach, FL. This role will include, but will not be limited to, performing daily reconciliation and review of prior day's cash transactions, and reconciling monthly bank/brokerage accounts.
  • Excellent Company Culture
  • Growth Opportunity

About Our Client

My client is a closed-knit family office based in Palm Beach, FL. They are a smaller and more collaborative tax team who goes into the office full time (5x/week).

Job Description

Key Responsibilities:

  • Perform daily reconciliation and review of prior day's cash transactions
  • Prepare and process partnership capital calls and distributions
  • Post transactions and maintain general ledgers
  • Prepare daily cash transactions
  • Reconcile monthly bank/brokerage accounts
  • Gather vendor information and prepare Form 1099s
  • Prepare year-end book and tax workpapers
  • Facilitate and prepare new banking and brokerage account paperwork
  • Various administrative duties
  • Various ad hoc projects including planning and reporting



MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

  • 6-7 years of relevant accounting experience
  • Bachelor's or Master's in Accounting preferred
  • Strong and effective communicator
  • Excellent team player

What's on Offer

  • Competitive Base Salary / Bonus
  • Health/Vision/Dental insurance
  • Generous PTO and paid holidays
  • Excellent Benefits
  • 401k match
  • 5x/week in office
Contact
Kristin McDermott
Quote job ref
JN-112024-6581710

Job summary

Sector
Tax
Sub Sector
Tax In House
Industry
Financial Services
Location
Palm Beach
Contract Type
Permanent
Consultant name
Kristin McDermott
Job Reference
JN-112024-6581710