The Family Office Management group at Bessemer Trust provides accounting and financial reporting services to ultra-high-net-worth individuals and families, and is currently seeking an Accountant with strong accounting experience for a position in their Woodbridge, New Jersey office.
Primary 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 departments (payroll, bill pay, consolidated investment reporting and tax) and clients’ external advisors.
Qualifications
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.
Tax and/or financial reporting experience preferred.
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.
Base salary range: $85,000 – $115,000 per year. The position may be eligible to participate in the relevant business unit’s incentive compensation plan and other compensation programs as applicable.
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; and sick time, subject to plan terms and company policies.
Benefits
Competitive base salary plus 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.
Equal Opportunity Employment
Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.
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