6 Senior Accountant Jobs in Morristown, NJ
Simon Quick Advisors is Hiring a Senior Accountant Near Morristown, NJ
Location: Morristown, New Jersey
Job Type: Full Time, Hybrid
About Simon Quick Advisors
Simon Quick Advisors is a wealth management and investment consulting firm that advises high net worth individuals and families. Simon Quick Advisors is an independent registered investment advisor (RIA) offering customized integrated financial planning and investment solutions. The firm has offices in Morristown, NJ, New York, NY, Chattanooga, TN, Palm Beach, FL, and Denver, CO.
Why Work at Simon Quick Advisors?
Simon Quick Advisors' culture and company philosophy are founded on a set of fundamental values that influence the choices we make and the actions we take. Our core values encompass integrity & honesty, mutual trust & respect, ownership & accountability, and humility. We provide opportunity, nurture talent, develop our people and reward achievement. You will be joining a culture that promotes functional excellence and teamwork, a passion for learning, and values employee input to help shape the future of the firm.
Job Summary:
The Senior Accountant will be responsible for all aspects of the month-end close, month-end financial statements, reconciliation of investment activity, quarterly investment valuations and summaries, cash projections, bank reconciliations and accounts payable and receivables for various high net worth individuals, trusts, foundations and investment holding entities. Oversee and review various equity fund and other investment reports.
Duties & Responsibilities:
- Performs bookkeeping functions, month-end close, reconcile internal accounts, journal entries and issue financial statements in QuickBooks Enterprise and Online for high-net-worth individuals, trusts, foundations, and investment holding entities Records and reconciles all activity, including investment activity from brokerage and custody accounts; post journal entries as needed.
- Maintain general ledger and any related inter-company schedules.
- Analyzes monthly, quarterly, annual reports and ensure financial information has been recorded accurately.
- Reconciles bank statements.
- Verifies daily bank and brokerage account cash activities, monitor cash balances, prepare wire transfers to fund accounts as needed for expenses, donations, and investment activities.
- Accounts payable and receivable for various entities, including auditing check requests for accuracy, tax estimates and liabilities.
- Maintain client specific schedules and reports, and coordinate with clients' vendors (lawyers, accountants, other third parties) as necessary.
- As needed, maintain W-9s for 1099 processing and documentation for household employees: Processes payroll
- Provides and maintains cash flow projections.
- Prepares and reviews annual budgets and budgets to actual.
- Provides pro forma and other financial reports and assists on projects for clients.
- Works directly with and provides a high-level of personal financial services to high-net-worth individuals and families with the utmost confidentiality.
- Manages client projects and works on special projects as needed.
- Bachelors degree in Accounting; Masters in Accountancy/CPA/or pursuing CPA a plus.
- 6-8 years of hands-on accounting experience.
- Family office Services experience highly preferred; public accounting candidates considered.
- Client service focused.
- Must be comfortable working independently and in a group environment.
- Should be organized, detail oriented and flexible in adjusting well to change.
- Must be able to remain calm under pressure with the ability to prioritize deadlines, ability to multi-task.
- Must possess advanced skills in Microsoft Excel and QuickBooks.
- Experience with ProSystem Engagement, and/or Axcess
- Highly analytical and ready to make immediate impact in a dynamic environment.
- Must have excellent verbal and written communication skills.
- Salary and bonus are competitive based on industry standards and experience level.
- Benefits include dental, vision, health care, and 401(k) discretionary profit sharing company match.
- Financial support for professional accreditation and continuing education requirements.
- Transparent open-door culture and friendly working environment.
- Every employee is provided with a dedicated mentor and career path guidance
To apply, please complete the online application at www.simonquickadvisors.com/careers.
Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Job Summary
Full Time
$86k-105k (estimate)
05/01/2024
05/18/2024
simonquickadvisors.com
MORRISTOWN, NJ
50 - 100
2004
STEWART MASSEY
$10M - $50M
Investment Management
Related Companies
About Simon Quick Advisors
Our mission statement is to give our clients the freedom to pursue what matters most to them. Our clients come from different industries and backgrounds, but they have all found their own individual success and have accumulated significant wealth. Navigating the complexities that come with wealth is hard to do alone. Thats why we work closely with each client to develop a personalized strategy that aligns with their unique circumstances and needs. Ultimately, our goal is to be our clients first and only call regarding any financial issue, question, or decision. We put our clients goals, big an...d small, at the center of everything we do. We are invested, honest, and precise but nimble problem solvers. Success to us means creating a meaningful relationship with a client so that he or she works with us as a partner in securing and managing his or her wealth. Ultimately our goal is to act as a guide on each clients financial journey so that the client can achieve financial peace of mind and focus on whatever is most important to them in life. For important disclosures please go to https://static.twentyoverten.com/5dd43b58fe95cc60688ef1e8/tdr9p5b4/Simon-Quick-Advisors-Disclosure-Information.pdf
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The following is the career advancement route for Senior Accountant positions, which can be used as a reference in future career path planning. As a Senior Accountant, it can be promoted into senior positions as a Bookkeeping Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Accountant. You can explore the career advancement for a Senior Accountant below and select your interested title to get hiring information.
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