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Sr. Accountant

Sr. Accountant

Robert HalfWayzata, MN, US
14 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

We are looking for a dedicated Senior Accountant to join a team specializing in personalized financial and wealth management services for individual clients. In this role, you will provide critical accounting expertise, collaborating with Advisors and other professionals to ensure exceptional service and confidentiality. This position requires a focus on precise financial analysis, tax planning, and cash flow management to support the diverse financial needs of clients.

Key Responsibilities :

  • Prepare, update, and review schedules and manage workflows related to client meetings and requests.
  • Develop and maintain individual, foundation, trust, and entity financial statements and cash flow projections.
  • Directly communicate with clients, addressing inquiries and providing accurate, timely information regarding their financial matters.
  • Support trust administration, including trust accounting, journal entries, distribution requests, and preparation of trust meeting materials.
  • Review and analyze quarterly financial statements and monthly cash transaction statements.
  • Compile information and review tax estimates and filings for individuals, trusts, entities, and foundations.
  • Perform ad hoc tasks and special projects as necessary, including new account setup, bill payments, journal entries, ACH and wire transfers, and document scanning.

Preferred Qualifications :

Education :

  • Bachelor’s degree in accounting, finance, or business required.
  • CPA or CFP designation preferred.

    • Experience :

  • 5+ years of experience in wealth management or related field.
  • Experience directly serving individual clients is highly desired.

    • Skills :

  • Advanced proficiency in Excel and Microsoft Office Suite (Outlook, PowerPoint, Adobe).
  • Familiarity with eMoney or other financial planning systems is a plus.
  • Strong organizational and multitasking skills with the ability to manage competing priorities.
  • Exceptional interpersonal and written communication skills.
  • Proven ability to work effectively in fast-paced environments with urgency and efficiency.
  • Proactive mindset with strong time management skills and the ability to anticipate and address needs before they arise.
  • Commitment to maintaining a high level of confidentiality and discretion while handling sensitive client information.
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    Sr Accountant • Wayzata, MN, US