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Investment Accountant

  • Job Number 527143
  • Type Permanent
  • Location New York, NY
  • Pay 65000 - 85000
  • Referral Bonus $250

Investment Accountant

Job Description:

Very well established, respected and growing investment management/family office in New York City is adding an Accountant to their team. This position will have accounting, finance and tax responsibilities providing the incumbent with a diverse set of responsibilities and exposure.

Some specific functions include but are not limited to:

  • Generating accounting reports related to net worth statements, cash flow and budgets
  • Prepare tax returns for high net worth individuals, partnerships, corporations and foundations as well as quarterly estimates
  • Maintain an accurate set of books and records including journal entries
  • Respond to client inquiries and maintain relations with outside professionals and vendors as needed
  • Support Accounting Manager and serve as department representative in their absence


      • 3-5 years of accounting and tax work for high net worth individuals
      • CPA or CFP a plus, but not required
      • Must have high net worth tax preparation experience; corporate, partnerships and foundation experience a plus
      • Solid Excel and communication skills