Senior Accountant

    Support the following: balance sheets, net worth statements, income and expense reports, budgets, cash flow statements and create plan summaries.
    Review annual 1099 statements for clients
    Reconciling investment transactions in respect to K-1
    Preparing and adjusting quarterly and monthly consolidations
    Strong interactions with all department including payroll, tax, and client advisors.
    Manage bookkeepers and junior accountants.


    Bachelor degree in Accounting or Finance
    CPA or CPA candidate with at least two parts.
    Strong computer skills including QuickBooks and Microsoft office.
    3 to 5 years accounting / financial analysis experience
    Max file size: 20MB