Staff Accountant

Accountant opportunity with Wealth Management leading firm - Staten Island

This Jobot Job is hosted by : Jeffrey Skarvan

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Salary : $60,000 - $80,000 per year

A bit about us :

About Us - Join Our Mission

While others chase numbers, we focus on what truly matters : helping people build meaningful lives through thoughtful financial planning that prioritizes the "why" behind every goal. Our team doesn't just crunch numbers - we listen, understand, and craft personalized strategies that create lasting positive change in families' lives. Join a collaborative environment where your financial expertise directly transforms lives, supported by colleagues who value genuine client relationships over transactions. We're committed to creating a workplace where talented professionals can thrive while making a real difference beyond the bottom line. If you're passionate about combining technical expertise with genuine human connection, we'd love to hear from you.

Why join us?

What We Offer :

Competitive salary, comprehensive benefits package, and opportunity for professional growth within a collaborative team environment serving affluent clients.

This role provides excellent exposure to the wealth management industry while building core accounting and financial analysis skills.

Job Details

Job Details :

Are you a highly skilled Accountant with an eye for detail and a passion for numbers? Are you ready to take your career to the next level in a dynamic, fast-paced environment? If so, we have an exciting opportunity for you! We are seeking a dedicated and experienced Permanent Staff Accountant to join our Accounting and Finance team. This role demands a deep understanding of financial principles and a keen interest in driving business success through financial efficiency. You will be responsible for the execution and oversight of a wide range of financial tasks, including accounts payable, accounts receivable, tax, research, general ledger, and reconciliations.

Responsibilities :

As a Permanent Staff Accountant, your key responsibilities will include :

1. Managing accounts payable (AP) and accounts receivable (AR), ensuring accuracy, timeliness, and compliance with financial regulations.

2. Conducting detailed financial research to support decision-making processes and strategic planning.

3. Handling tax-related tasks, including preparation and submission of tax returns, ensuring compliance with tax laws, and addressing any tax-related issues.

4. Maintaining and managing the general ledger, recording transactions, tracking assets and liabilities, and ensuring accuracy of financial data.

5. Performing regular reconciliations of bank statements, credit cards, and other financial accounts.

6. Utilizing advanced Excel skills to analyze financial data, create financial models, and generate financial reports.

7. Collaborating with other team members to streamline financial processes, improve financial controls, and drive financial efficiency.

Qualifications :

The ideal candidate for the Permanent Staff Accountant position will have :

1. A minimum of 5 years of experience in an accounting role, preferably within the Accounting and Finance industry.

2. Proficiency in AP, AR, tax, research, general ledger, and reconciliations.

3. Advanced Excel skills, including the ability to create complex financial models and generate detailed financial reports.

4. A deep understanding of financial principles and regulations.

5. Excellent attention to detail and a high degree of accuracy in all tasks.

6. Strong analytical skills and the ability to interpret complex financial data.

7. Excellent communication skills, with the ability to clearly and effectively communicate financial information to non-financial team members.

8. A bachelor's degree in Accounting, Finance, or a related field is required. A CPA or other relevant certification is highly desirable.

9. The ability to thrive in a fast-paced, dynamic environment and manage multiple tasks simultaneously.

10. A proactive approach to problem-solving and the ability to identify and implement effective financial solutions.

If you are an experienced Accountant with a passion for financial efficiency and accuracy, we would love to hear from you. Apply today to take the next step in your accounting career!

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.