Accountant/Personal Assistant
Our client, a high net worth family office is looking for a Accountant/Personal Assistant.
Responsibilities:
Personal Assistant:
- Calendar Management
- Travel research - coordination and booking
- Bill Pay & Wire Transfers
- Special Event Coordination as needed
- Project Management as it relates to 2nd homes in Hamptons, Florida and Italy (working with architects, house care, lawn care, etc.) May also be supervising renovations as needed.
- Art Collection tracking, paying, inventory, securing storage space or having it shipped to storage space
- Reservation and appointment bookings as needed
- Responsive and available on immediate basis
Tax/Accounting exp:
- Liaison with 3rd party consulting firm that handles tax related duties (assist with compiling tax information, financial statements, process gift tax, W2, personal net worth statements, etc.)
- Working with cash flow personal, projection and historical
- Assist with the external tax providers with tax projections and tax planning to minimize tax liabilities (may be asked to collect information around these)
- Financial reporting
- Property Accounting
Requirements:
- Minimum of 5-8 years of accounting experience from a family office
- Must be highly computer savvy with Excel, Word and QuickBooks
- Must be highly organized and detail oriented
- Strong communication and interpersonal skills
- Team player with a positive outlook
- Ability to maintain strict confidentiality
- Ability to work independently and to multi-task
- Prefer someone who has worked with property managers
- Experience preparing net worth financial statements
- Willing to assist with personal issues as well as financial issues.
- Willing to come to the office 4 days a week