Senior Staff Accountant

Financial Services Organization

Cambridge, Massachusetts

OVERVIEW

An entrepreneurial, diversified financial services company providing investment, accounting/tax, philanthropic, and strategic planning services to high net worth families seeks a Senior Staff Accountant to complement its exceptional finance department. This highly creative organization provides extraordinary service to meet the very particular needs of its exacting and demanding clients. Working in the style of private bankers and trust officers, the organization is relied upon to provide independent advice and to protect long-term interests of clients as they navigate the transaction driven world of asset management.

The finance department coordinates outsourced services from world-class law and accounting firms with internal tax/accounting staff. This combined professional team provides comprehensive, multi-generational tax planning, filing, management services for income, gift/estate, and sales tax issues for individuals, trusts, investment partnerships, nonprofits, and operating companies. This intimately-sized organization maintains an exceptional personal service focus while delivering outstanding technical expertise through its world-class team of professionals.
 

RESPONSIBILITIES

The Senior Staff Accountant performs most responsibilities with a minimum amount of supervision and is able to make decisions on all general course accounting matters, act on input and advice from supervisors, and direct supporting staff to employ methods that will accomplish objectives. This position involves accounting and financial reporting and analysis for investment partnerships and business entities. The Senior Staff Accountant supports oversight of the completion of ledger accounts and financial statements and the evaluation and improvement of internal accounting processes ensuring that practices and organizational goals are aligned. This position also provides support to the Controller relative to accounting for larger business entities and the preparation of personal financial statements for clients such as business owners and investors. Knowledge of accrual basis accounting for corporations and partnerships, investment accounting, QuickBooks and Quicken accounting software, and payroll processing is required. Early morning, evening and weekend work is required at times throughout the year as needed. 

QUALIFICATIONS 

• Entrepreneurial self-starter capable of working with minimal supervision

• Team player comfortable with sharing information and collaborating with and supporting colleagues in completing large and/or complex projects

• Accepts ownership and is responsible, dependable and has an exceptional work ethic

• Strong management and technical expertise in projects, processes, and systems

• Exceptional focus on project follow-through and the ability and understanding needed to thoroughly document project completion

• Keen organizational skills including strong capacity to create and manage project tracking systems

• Exceptional detail orientation needed to maintain 100% accuracy in all reports

• Highly trusted by friends, family, and colleagues

• Comfortable working with highly confidential information (i.e. trade secrets, personal financial information, banking information)

• Enjoys work in a fast-paced environment and is able to multi-task and successfully manage the demands of multiple projects and deadlines

• Flexible in response to dynamic business needs

• Collegial and positive outlook and the humor, patience and flexibility necessary to address the needs of an entrepreneurial organization

REQUIREMENTS

• Bachelor’s Degree in Accounting, Finance or related field

• CPA eligible with commitment to pursue certification, or CPA license or Advanced Degree preferred

• Minimum of 2-5 years recent accounting experience

• Proficiency in accounting software including QuickBooks and/or Quicken

• Strong working knowledge of accounting systems and controls including payroll regulations

• Knowledge of basic individual and corporate tax preferred

• Proficiency with technology including common office software and ability to learn new computer programs quickly

TO APPLY

Screening and interviewing of qualified applicants will begin immediately.  Due to the pace of the search, candidates are encouraged to apply as soon as possible. Applications -  including a cover letter describing your interest and qualifications, your resume (in Word or pdf format), salary history, and where you learned of the position -  should be sent to:  anon-ssa@nonprofitprofessionals.com.

In order to expedite the internal sorting and reviewing process, please type your name (Last, First) as the only contents in the subject line of your e-mail.

This organization is an equal opportunity employer.