Accounting Associate

New York, USA
26 Apr 2022
10 May 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Duties and Responsibilities
  • Bookkeeping & Bill Pay
    • Work with staff and vendors to facilitate timely payments
    • Handle accounts payable and accounts receivable
    • Work alongside the firm's CPA to execute tax filings
    • Implement best practices around bookkeeping and asset security protocol
  • Payroll & Benefits Administration
    • Handle all payroll processing and 401(k) Administration
    • Facilitate ongoing benefits administration and renewal processes in coordination with the firm's benefits administrator
  • Financial Reports
    • Work alongside the firm's COO in preparing financial reports
    • Audit specific expense categories based on significant changes
  • Real Estate Administration
    • Work closely with members of the real estate team to handle all accounting and bill pay responsibilities related to the purchase, rehab, and development of properties
    • Provide support as needed for capital calls and cash distributions to and from investors
    • Maintain and monitor bank balances
  • Additional Duties
    • Bank Account: monitor bank balances and firm cash flows
    • Handle ad-hoc audits
    • Work on special projects as required by senior executives
    • Provide administrative support to senior executives

  • 2+ years of experience in bookkeeping and accounting
  • Strong organizational and time management skills
  • Highly motivated, hard-working self-starter
  • Willingness and ability to work flexibly and diligently
  • Strong written, verbal and presentation skills,
  • Detail-oriented, self-starter, takes initiative, team player, collaborative, able to work others
  • Accurate, organized, able to set priorities
  • Of the highest integrity
  • Undergraduate degree
  • Experience with QuickBooks is preferred
  • Knowledge of real estate development is preferred

Salary & Benefits

Competitive pay & incentive bonus based on experience and industry standards.

Great benefits, including: Fully paid medical plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-term disability, Short-term disability, Flexible Savings Account (FSA), Generous 401(k) plan, tuition reimbursement for a financial planning program and exam fee and other relevant lifelong learning programs, Renewal of CFP and CFA designations, Up to $400 for gym reimbursement, Membership to NAPFA, Opportunity to work in a hybrid, partially remote environment.

For consideration, please email your resume with a cover letter to:

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.


Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest. The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory.

Altfest Personal Wealth Management is dedicated to putting clients' interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients. We utilize internal experts that specialize in a variety of technical areas and client segments, and are dedicated to providing a personal, warm, caring atmosphere and a high level of service for clients. We are committed to introducing innovative methods to the profession that increase the value we provide to clients.

Altfest Personal Wealth Management has been named one of AdvisoryHQ's "Top Rated Financial Advisors in New York City" in 2018, 2019 and 2020. The firm is proud to be honored by InvestmentNews as one of the "75 Best Places to Work for Financial Advisers" nationwide in 2020 and 2019, as well as a 2020 Best Places to Work in NYC by Crain's New York.

Lewis Altfest, Ph.D., CFA, CFP®, CPA, PFS, founded the firm after leaving Lord Abbett & Co, a large mutual fund company where he was a Partner and Director of Research. Lew has been named repeatedly to Barron's "Top 100 Independent Advisors" as well as Barron's state-by-state listing of "America's Top 1,200 Financial Advisors", among many other acknowledgements.

Karen C Altfest, Ph.D., CFP® joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm's marketing activities and has made a profound impact by dedicating herself to the empowerment of women. Among her acknowledgements, Karen has been recognized by Forbes as a "Top Women Wealth Advisor" by Forbes from 2017-2020, as well as a Forbes "Best-in-State Wealth Advisor" from 2018-2020. She has also been featured in Crain's New York Business' list of "Notable Women in Finance" in 2018 and 2019.

Andrew Altfest, MBA, CFP® has spearheaded several initiatives to expand the firm since joining in 2003, including organizing different practice groups focused on client segments, launching private equity solutions, and directing the firm's Young Professionals group. He is also an active member of Altfest's Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. Andrew was named a "Best-In-State Wealth Advisor" by Forbes in its 2018, 2019 and 2020 rankings, as well as a Young Advisor to Watch by Financial Advisor in 2020. He also was included in Forbes' list of America's Top Next-Generation Wealth Advisors in 2017, 2018 and 2019.

The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.

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