Expansion for 2025! Wealth Management department is searching for a competent accounting person with public accounting or family office accounting background. Responsible for reviewing all vendor invoices, assisting with year -end duties including the processing of 1099 information, general ledger functions(eg. data entry, bank reconciliations), basic accounting research, assisting with budgeting and cash flow management, preparation of financial statements, bill paying services to high net worth individuals. Friendly environment. Excellent salary and benefits. For additional information please contact the phone number below.
