Phaxis

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Accounting Manager

Woodbridge, NJ 07095

Posted: 11/04/2024 Employment Type: Direct Placement Job Number: 23458256 Pay Rate: 120000-130000 USD/Year

Job Description

Exciting opportunity to join this industry leading money management firm, which provides operational and administrative services to ultra-high net worth families, trusts, and foundations. They are actively recruiting an experienced accountant to serve as an Accounting Manager in its Woodbridge, New Jersey office. The primary focus of this position will be to manage some of the department's more complex accounting clients, providing them with accounting and reporting services, and to lead and review the work of assigned staff members. This position requires proven competency in both complex accounting and high end / high touch client service.
Primary Responsibilities:
  • Accounting & Financial Reporting:
    • Analyze and summarize current as well as historical client financial data in order to support the preparation of unaudited statements, including balance sheets, statements of net worth, income statements, budgets, and cash flow statements
    • Provide consolidated statements of financial activity for complex families and their trusts, partnerships, and other entities
    • Respond quickly and professionally to clients'ad hoc analysis and reporting needs
    • Must possess a good understanding of investment accounting, including alternative investments and K-1 data, and will be responsible for overseeing recording of K-1 activity in the books and records
    • Assist with preparation and filing of vendor 1099s on an annual basis
    • Ensure data accuracy and professional presentation of output for assigned clients
    • Must be willing to perform all levels of accounting work directly as needed, especially quality control
  • Staff Management:
    • Provide daily guidance and training to any assigned accounting staff at various levels of experience, on all accounting and reporting procedures
    • Coordinate interaction with relevant other service teams (e.G., consolidated reporting, bill pay, HR/payroll) and client advisory teams
  • Controls & Audit:
    • Provide leadership in terms of maintaining and enhancing controls / procedures related to client service delivery
    • Proactively incorporate regulatory requirements and operational risk management in all areas with an audit mindset
Qualifications:
  • Bachelor's degree in accounting or finance with a minimum of five to seven years relevant work experience
  • CPA highly desired
  • Proficiency in the use of QuickBooks accounting software required
  • Individual and small business accounting experience beneficial
  • Demonstration of a progression in responsibility with direct staff oversight experience
  • Organizational skills with the ability to prioritize and manage multiple assignments for several clients in a fast-paced environment, and the ability to meet deadlines with efficiency and accuracy
  • Demonstrated ability to use tact, discretion, confidentiality and good judgment in handling sensitive and confidential matters and documentation

Ref# 24-03672
 

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David Glickman

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About Woodbridge, NJ

Ready to embark on a fulfilling career journey in Woodbridge, New Jersey? This vibrant area nestled in Middlesex County is brimming with job opportunities and endless possibilities for professional growth. From the picturesque landscapes of Merrill Park to the bustling atmosphere of Woodbridge Center Mall, there's something for everyone in this thriving community. Take a stroll through the artsy Downtown Woodbridge and catch a show at the historic State Theatre. Indulge in a delicious slice of Woodbridge's famous pizza or explore the diverse culinary scene that lines Main Street. Join our team and discover why Woodbridge is not just a place to work, but a place to thrive. Explore our job listings today and kickstart your career in this charming and bustling region!
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Drew Anson

Chief Delivery Officer

Drew Anson is Chief Delivery Officer at Phaxis, a Workforce Solutions Company based in New York.

In this role, Drew leads the delivery and recruiting working closely with the leadership team to define a model that is efficient at supporting the firm s current needs and is scalable for future growth.

Drew is a seasoned executive with more than 13 years of Services & Recruitment experience. In that time, he has supported numerous Fortune 100/500/1000 organizations across industries by providing global workforce solutions, namely resources and thought leadership for large-scale projects, implementations, and managed services.

Prior to joining Phaxis predecessor firm Park Hudson in 2021, Drew spent three years at engineering technology and talent solutions firm, Collabera, as Director of Sales in North Carolina. Earlier in his career, he spent nearly eight years at Insight Global, most recently as Sales Manager of the Columbus, OH office.

He holds a degree from Central Michigan University in Sales & Marketing.

Favorite Book: Extreme Ownership Jocko Willink & Leif Babin
Favorite Team: Michigan Wolverines
Inspirational Quote: There is no substitute for hard work. Thomas A. Edison