Bessemer Trust Company
Accountant
Bessemer Trust Company, Woodbridge, New Jersey, us, 07095
The Family Office Management group at Bessemer Trust provides accounting and reporting services to a wide variety of high-net-worth individuals and their foundations and is currently seeking an Accountant with strong accounting and QuickBooks experience for a position in their Woodbridge, New Jersey office.
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The primary focus of this position will be inputting, analyzing, and summarizing current as well as historical financial data to support the preparation of many of the following unaudited statements: balance sheets, net worth statements, income and expense reports, budgets, cash flow statements and estate plan summaries.
Primary Responsibilities:
Recording of each client’s personal and investment income and expenses, and reconciliation of totals to monthly bank or broker statements and annual 1099s Recording alternative investment transactions and reconciling to respective K-1s Preparation of adjusting and eliminating journal entries for monthly or quarterly consolidations when required Preparation of annual vendor 1099s for assigned clients Promptly responding to clients’ various informational requests, including ad hoc analyses and reporting needs, and resolution of any issues Professional collaboration and interaction with other departments including payroll, bill pay, consolidated investment reporting and tax, as well as communication with our client advisors
Qualifications:
Bachelor’s degree in accounting or finance and 3-5 years of experience in preparing and analyzing financial information CPA preferred Proficiency in the use of QuickBooks accounting software required Tax experience beneficial Demonstration of a progression in responsibility with direct staff management experience Advanced computer skills and proficiency in Microsoft Office 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
About Bessemer Trust Bessemer Trust is a leading multifamily office, overseeing more than $200 billion in assets for 3,000 individuals and families of substantial wealth. Its 1,200 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
Key Facts
For 117 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family. Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C. To watch a video about Bessemer Trust’s history, click here. To learn more about Bessemer Trust, click here.
About Our Employee Rewards and Benefits
We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
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 employees
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.
Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.
The primary focus of this position will be inputting, analyzing, and summarizing current as well as historical financial data to support the preparation of many of the following unaudited statements: balance sheets, net worth statements, income and expense reports, budgets, cash flow statements and estate plan summaries.
Primary Responsibilities:
Recording of each client’s personal and investment income and expenses, and reconciliation of totals to monthly bank or broker statements and annual 1099s Recording alternative investment transactions and reconciling to respective K-1s Preparation of adjusting and eliminating journal entries for monthly or quarterly consolidations when required Preparation of annual vendor 1099s for assigned clients Promptly responding to clients’ various informational requests, including ad hoc analyses and reporting needs, and resolution of any issues Professional collaboration and interaction with other departments including payroll, bill pay, consolidated investment reporting and tax, as well as communication with our client advisors
Qualifications:
Bachelor’s degree in accounting or finance and 3-5 years of experience in preparing and analyzing financial information CPA preferred Proficiency in the use of QuickBooks accounting software required Tax experience beneficial Demonstration of a progression in responsibility with direct staff management experience Advanced computer skills and proficiency in Microsoft Office 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
About Bessemer Trust Bessemer Trust is a leading multifamily office, overseeing more than $200 billion in assets for 3,000 individuals and families of substantial wealth. Its 1,200 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
Key Facts
For 117 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family. Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C. To watch a video about Bessemer Trust’s history, click here. To learn more about Bessemer Trust, click here.
About Our Employee Rewards and Benefits
We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
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 employees
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.