Our client is a privately held investment and advisory firm that has grown into a global organization. The firm provides wealth management and financial solutions for individuals, families, nonprofits, and institutions, focusing on long-term strategy and client success. This is a Full-time, Direct Hire opportunity based in Norfolk, VA, with a salary of $72,500-100,000 per year in addition to performance based bonuses and equity protentional.

Responsibilities

• Manage accounting functions for high-net-worth clients, including trusts, foundations, partnerships, LLCs, and family office activities
• Maintain complete records and prepare checks for client’s foundations, trusts, partnerships, and LLCs
• Reconcile accounts monthly and prepare detailed year-end tax information for third-party accountants
• Organize income tax return documents and assist with the timely filing of tax returns and payments
• Process bills, payments, and wire transfers using bill.com; ensure accounts have sufficient funds
• Communicate with clients for approval of invoices and cash movement activities
• Oversee client checking account reconciliations, record receivables and deposits
• Prepare monthly financial statements and reports based on client needs
• Serve as liaison between CPAs and clients, answering questions and supporting audit processes
• Prepare payroll, calculate and deposit payroll taxes, and create quarterly tax reports
• Maintain confidentiality of sensitive financial information
• Participate in client meetings as requested and support ad-hoc special projects

Qualifications

• 5+ years of partnership accounting experience
• Proficient in QuickBooks Enterprise and Microsoft Excel
• Strong attention to detail and accuracy
• Ability to multitask and prioritize effectively
• Experience in individual tax
• Authorization to work in the United States without employer sponsorship

What the client offers

• Medical, Dental, and Vision insurance
• Wellness program participation incentives
• Financial wellness programs
• Fitness event reimbursement and gym discounts
• Colleague Assistance and Telemedicine programs
• Adoption benefits and daycare late pickup reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & AD&D Insurance
• Short Term Disability and Long Term Disability plans
• Paid parental leave
• Pet Insurance
• 401(k) with a 50% employer match up to IRS limits and 4-year vesting

Our Equal Employment Opportunity Policy
Employment Enterprises, Inc. is an equal employment opportunity employer. We recruit, employ, assign, train, compensate and promote without regard to race, color, sex, age, disability, religion, national origin, marital status, sexual orientation, ancestry, U.S. Veteran status or any other protected category under applicable law.

Employment Enterprises, Inc. is the parent company of Temporary Solutions, Inc. Temporary Solutions is a workforce solutions company based out of 10550 Linden Lake Plaza, Suite 200, Manassas, VA 20109. You can reach our recruiters about this job and more at 703-361-2220 or email recruiters@eeihr.com.

#LI-Onsite