Accountant

Bessemer Trust is a family office dedicated to providing financial services to ultra-high-net-worth individuals and families. They are seeking an Accountant to manage financial data and assist in preparing various financial statements and reports.

Responsibilities

• Record each client’s personal and investment income and expenses, ensuring reconciliation to monthly bank or broker statements and annual 1099s
• Record alternative investment transactions and reconcile to corresponding K-1s., as needed
• Prepare adjusting and eliminating journal entries for monthly or quarterly consolidations, as needed
• Respond promptly to client information requests, including ad hoc analyses, reporting needs, and issue resolution
• Collaborate effectively with internal other departments (payroll, bill pay, consolidated investment reporting and tax) and clients’ external advisors

Skills

• Bachelor's degree in accounting with 0-2 years of experience in preparing and analyzing financial information
• Proficiency with QuickBooks accounting software, Microsoft Office preferred
• Strong communication skills with a client service orientation and professional demeanor
• Excellent organizational skills with the ability to manage multiple client assignments, prioritize effectively and meet deadlines in a fast-paced environment
• Proven ability to exercise tact, discretion, and sound judgment in handling sensitive and confidential information
• Tax and/or financial reporting experience preferred

Benefits

• Discretionary annual bonus for select positions
• A 401(k) plan with a generous annual profit-sharing contribution
• Personalized development and career opportunities, including tuition reimbursement support
• Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• Hybrid work environment: 60% in office, 40% remote for most positions
• Paid time off and paid parental leave
• Employer-paid life insurance and short- and long-term disability coverage
• Legal services and financial wellness plans at no cost to employee
• Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution
• Medical, prescription dental, and vision coverage
• Life insurance
• Disability coverage
• Paid holidays
• Vacation
• Sick time, subject to plan terms and Company policies

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