The controller is the chief accounting officer  within the firm that possesses inherent leadership qualities. The controller is responsible for all activities with the firm. The controller oversees and  supervises employees by assigning and following up with assignments and special projects.

The controller is responsible for supervising  all of the accounting activities within the organization. Some of the many  things that the controller will oversee is the drafting of financial statements, updating the general ledger, processing cost accounting paperwork, completing payroll, processing accounts payable and receivable, budgeting  expenses, stay compliant with tax laws, and analyzing financial data. In addition to supervising all of these activities, the controller will coordinate with management in other departments to interpret management  accounting information and to address areas where the company can save.

Key Objectives:

• Monitor cash balance reconciliations of  accounts

• Oversee A/R, A/P and payroll for firm

• Review monthly closing, journal entries, and general review

• Address transfers and wires as required

• Facilitate banking support: setting up new accounts, closing and monitoring

• Prepare and monitor quarterly banking financials

• Create and address monthly firm profitability reports

• Tabulate monthly Partner payment / collection reports

• Assist in New Hire Set-up

• Maintain firm census data, license and certification tracking

• Maintain salary tracking / history

• Manage 401(k)

• Manage and facilitate CHIPS Computer Support, data conversion, CCH and Thomson Reuters as needed

• Assist employees with program access issues

• Monitor and ensure software renewals are completed with no lapse in service (CCH, Thomson Reuters, QuickBooks, etc.)

• Manage Great Neck sublease (collect rent, resolve tenant issues)

• Build and archive firm history (documentation, excel files, etc.)

• Monitor and implement insurance policy renewals, and applications

• Run reports requested by equity Partners

• Assisting existing partners as needed (Reporting, software, etc.)

• Backup for Assistant Controller when out of the business (enter deposits to QuickBooks and Capital One)

• Family Offices function:

• Receive, sort and process mail to entities

• Enter Bills, scan to QB

• List of transfers needed

• Pay bills

• Manage insurance policies

• Prepare and review financial statements

• Complete tax payments (State and Federal)

• Contact vendors (including payments / setup of services)

• Complete Payroll for entities

• Manage Investment Management

• Special projects as needed

Requirements:

• Ability to multi-task and manage processes

• Have a working knowledge and aptitude for  financial software

• Familiarity with Audit, Accounting, Corporate  Finance, Tracking Budget Expenses

• Ability to analyze information, develop and implement budgets and performance management

• High degree of decision making

• High degree of independence

Experience:

• 5 years running complex processes

• Ability to multitask and hold accountable to  deadlines and calendared events

• Strong verbal and written communication skills

• Excellent organization and executions skills

Education:

• Master’s Degree

License:

• CPA (Desirable, but not required)

Salary: Commensurate with experience

Comprehensive benefits package including 401(k).

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.

Job Type: Full-time

Our growing client who is conveniently located on Long Island is seeking a Senior Accountant who has substantial exposure to monthly closing processes, forecasting, budgeting, and customer billing.

This is a diversified role including a healthy mix of General Accounting and Income Tax Preparation. The candidate should possess working knowledge and understanding of GAAP basis presentation of financial statements along with the basic required footnote disclosures and current tax laws. The candidate will be expected to possess effective communication skills, be self-motivated and able to maintain focus in a constantly active environment.

Job Responsibilities:

• Preparation of tax returns for medium to large sized Corporations and Partnerships.

• Preparation of moderately complex tax returns for Individuals with average to high net worth.

• Perform various levels of analytic and testing procedures with client prepared records ranging from basic balance comparisons to more advanced trends analysis and reconcile variances found.

• Work within a team environment to complete various attestation engagements including audits, reviews and compilations.

• Preparation of working papers, correspondence letters and other forms of communication required as part of attestation engagements.

• Prepare audited, reviewed or compiled financial statements using the GAAP or Income Tax Basis of accounting.

• Interact with various levels of client personnel in order to complete expected tasks at hand.

• Assist with the development of lower level staff such as juniors and interns.

• Work within a number of different fields simultaneously for both tax and assurance practices.

Qualifications

• Proven bookkeeping experience and proficiency with QuickBooks and Microsoft Office

• Solid understanding of bookkeeping and journal entries

• High degree of accuracy and attention to detail

• Team player

• Strong work ethic with commitment to getting each job completed timely

• Solid communicator, both in writing and verbally

• BA or BS degree in Finance, Accounting or Business Administration, or extensive experience in full charge bookkeeping

Requirements

• Bachelor’s Degree in Accounting

• 3+ years of experience in a CPA firm

• CPA is a plus but not required

• Tax and audit experience is highly desirable

• Experience working with CCH Engagement and TR UltraTax

• Proficient in using Microsoft Office

• Serviceable knowledge of Intuit QuickBooks

• Supervisory experience is a plus

• Highly detailed-oriented and organized

• Ability to meet a constant stream of deadlines

• Superior analytical and problem solving skills

• Able to work independently as well as a being a key part within a team environment

Location: Long Island, NY

Company Size: 1-20

Job Type: Accountant

Date: Nov 17, 2022

Pay: Commensurate with Experience

Our growing client who is conveniently located in the New York City area is seeking a Senior Accountant who has substantial exposure to monthly closing processes, forecasting, budgeting, and customer billing.

This is a diversified role including a healthy mix of General Accounting and Income Tax Preparation. The candidate should possess working knowledge and understanding of GAAP basis presentation of financial statements along with the basic required footnote disclosures and current tax laws. The candidate will be expected to possess effective communication skills, be self-motivated and able to maintain focus in a constantly active environment.

Job Responsibilities:

• Preparation of tax returns for medium to large sized corporations and partnerships.

• Preparation of moderately complex tax returns for Individuals with average to high net worth.

• Perform various levels of analytic and testing procedures with client prepared records ranging from basic balance comparisons to more advanced trends analysis and reconcile variances found.

• Work within a team environment to complete various attestation engagements including audits, reviews and compilations.

• Preparation of working papers, correspondence letters and other forms of communication required as part of attestation engagements.

• Prepare audited, reviewed or compiled financial statements using the GAAP or Income Tax Basis of accounting.

• Interact with various levels of client personnel in order to complete expected tasks at hand.

• Assist with the development of lower level staff such as juniors and interns.

• Work within a number of different fields simultaneously for both tax and assurance practices.

Qualifications

• Proven bookkeeping experience and proficiency with QuickBooks and Microsoft Office

• Solid understanding of bookkeeping and journal entries

• High degree of accuracy and attention to detail

• Team player

• Strong work ethic with commitment to getting each job completed timely

• Solid communicator, both in writing and verbally

• BA or BS degree in Finance, Accounting or Business Administration, or extensive experience in full charge bookkeeping

Requirements

• Bachelor’s Degree in Accounting

• 3+ years of experience in a CPA firm

• CPA is a plus but not required

• Tax and audit experience is highly desirable

• Experience working with CCH Engagement and TR UltraTax

• Proficient in using Microsoft Office

• Serviceable knowledge of Intuit QuickBooks

• Supervisory experience is a plus

• Highly detailed-oriented and organized

• Ability to meet a constant stream of deadlines

• Superior analytical and problem solving skills

• Able to work independently as well as a being a key part within a team environment

Location: New York, NY

Company Size: 1-20

Job Type: Accountant

Date: Nov 17, 2022