WarwickRecruiter Since 2001
the smart solution for Warwick jobs

Senior Accountant

Company: The Hire
Location: Warwick
Posted on: February 13, 2020

Job Description:

Unique opportunity for an Accounting Professional to work with a wealth management firm that is focused on estate planning, tax advice, asset protection and advice for high net worth individuals. SUMMARY: -- Duties/Responsibilities Manage the personal cash flow, investment accounts and lines of credit of high net worth individuals, their properties, trusts and business entities. Track revenue and expenses, manage vendor relations and bill pay, reconcile bank accounts and credit card activity for family, trusts and business entities. Prepare expense reporting or financial statements for family members, properties, trusts and business--entities. --Work regularly with external professionals including private bankers, financial and wealth advisors,--insurance professions and tax accountants. Qualifications Degree in Finance or Accounting is required Preferred three years of experience in a similar environment with exposure to bookkeeping, personal and fiduciary income tax and estate planning. Strong proficiency in MS Excel, Quickbooks and Concur Solutions. Ability to collaborate with other professionals in a fast-paced, team-orientated environment. Preferred knowledge of Bloomberg Terminal. Ability to manage a variety of tasks under pressure with attention to detail and accuracy. --Ability to manage conflict, difficult conversations and feedback in a healthy constructive manner. Self-motivated, reliable, resourceful and enthusiastic with a high energy level. Verifications of identity, education, prior employment, and references will be required. CPA is a huge plus

Keywords: The Hire, Warwick , Senior Accountant, Accounting, Auditing , Warwick, Rhode Island

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Credentialed Tax Expert - CPA
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Malden
Posted on: 02/27/2020

Accountant
Description: Tulip is growing rapidly and looking for operational support on our Finance team. Were looking for passionate finance professionals that will help us streamline and scale our business. If you're excited (more...)
Company: Tulip
Location: Somerville
Posted on: 02/27/2020

Senior Accountant
Description: As Senior Accountant, br br you will be responsible for general accounting functions related to the general br br ledger and period closes. Additionally, you will assist the team in preparing (more...)
Company: Carbonite
Location: Boston
Posted on: 02/27/2020


Pharma/Life Sciences R&D Senior Associate
Description: A career in our Innovation and Development practice, within Data and Analytics Technology services, will provide you with the opportunity to help organisations uncover enterprise insights and drive business (more...)
Company: PwC
Location: Boston
Posted on: 02/27/2020

Technology Relationship Manager 1 - Latin America & Canada
Description: Job Description br Important Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume when submitting your application (more...)
Company: Wells Fargo Bank
Location: Boston
Posted on: 02/27/2020

Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Lynn
Posted on: 02/27/2020

Financial Consultant - Back Bay, MA
Description: Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, (more...)
Company: eFinancial Careers
Location: Boston
Posted on: 02/27/2020

Core Operations Financial Systems Support, Officer
Description: Financial Systems Support - Will be highly regarded with an excellent track record in his or her current environment. The successful candidate must be a strong, decisive,
Company: eFinancial Careers
Location: Boston
Posted on: 02/27/2020

Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Somerville
Posted on: 02/27/2020

Senior Consultant - Charles River Development - Wealth Management
Description: Senior Consultants serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution CRIMS . Their contributions include defining client requirements, (more...)
Company: eFinancial Careers
Location: Burlington
Posted on: 02/27/2020

Log In or Create An Account

Get the latest Rhode Island jobs by following @recnetRI on Twitter!

Warwick RSS job feeds