Job Description

Senior Accountant and Client Services - HNW Family Office in Pompano Beach - $125-$150k +B and Company Paid Benefits

Salary : $125k-$150k bonus (commensurate with experience) plus bonus and company paid medical, dental, and vision benefits, and 401k with match

We are partnering with a prominent HNW Family Office in Pompano Beach to fill a client service and accounting role. This is a dynamic and broad role supporting the financial needs of a principal with a diverse real estate portfolio and other investments. The senior accountant will be the right-hand person to the firm’s Senior Operations professional, assisting with various aspects of financial administration and providing high-level support. The position spans accounting, treasury, tax and high level liaison work for the Principal. A warm yet serious-minded individual with strong communication skills, a high degree of discretion, and maturity will thrive in this environment.

The office offers quality of life hours and the ability to work one day per week remotely.

Responsibilities:

Financial Administration:

• Manage accounts payable, credit card payments, and cash flow to ensure timely, accurate processing and proper reconciliation of expenses.
• Handling of banking transactions, including wire transfers and account reconciliations, ensuring accurate financial management.
• Prepare regular financial reports and tracking of investment portfolio collaborating with the internal finance team, outside CPA firm and investment partners.
• Assist with tax documentation and compliance, coordinating with tax advisors to meet regulatory requirements.
• Support budgeting and forecasting, ensuring adherence to budgets and anticipating future financial needs.
• Administer personal insurance policies, handling renewals, claims, and liaising with providers for effective management.

Administrative Support:

• Document management via SharePoint, ensuring that records are organized and up-to-date.
• Support the principal’s diverse business and personal interests through administrative tasks and concierge services.
• Assist with special projects as they arise, adapting to changing priorities.

Concierge and Liaison Responsibilities:

• Act as a liaison between the principal and his community, handling inquiries and communications with professionalism and discretion.
• Provide hands-on support for personal and business matters, requiring a flexible and problem-solving mindset.

Requirements:

• Bachelor's degree in accounting or finance.
• 5+ years of experience in a similar role supporting UHNW individuals, with a strong background in accounting functions.
• Advanced Excel skills and proficiency with Office 365 suite, including SharePoint.
• Strong financial acumen with experience in tax compliance, budgeting, and investment reporting.
• Exceptional presentation and communication skills, both written and verbal.
• Ability to handle confidential matters with utmost discretion and professionalism.
• Strong organizational skills and a proactive approach to problem-solving.

The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.

Please send your resume for immediate consideration to: bsedita@adviceny.com

If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated!

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