Senior Accountant

Job Summary

A company is looking for a Senior Accountant to provide full-cycle accounting and high-touch service to high-net-worth individuals and entities.

Key Responsibilities

• Manage day-to-day accounting for assigned high-net-worth clients, including trusts and personal accounts
• Prepare month-end and year-end close, ensuring timely and accurate reporting
• Reconcile investment accounts and monitor cash flow for client obligations

Required Qualifications

• Bachelor's degree in accounting or related field
• 8+ years of accounting experience, preferably in small to mid-sized public accounting firms
• Solid knowledge of GAAP and cash/tax basis accounting
• Experience with investment portfolios and trusts is a plus
• Ability to work independently and manage multiple tasks effectively