Opportunity

A well-established CPA & consulting firm in Midtown NYC seeks a SENIOR ACCOUNTANT with 3-5 years of financial services accounting experience. FINRA Series 27 license is a plus but not required.

Company

DFP Partners is a CPA firm, formed in 1952, known for providing expert support to the financial services industry. Our client baseincludes broker-dealers, investment advisers, privately held funds, and the US arms of foreign banks. Our services include accounting, bookkeeping, regulatory registrations, ongoing compliance consulting, and tax preparation and advisory.

Role

• Preparation of monthly financial reports
• Calculation of broker/dealer clients’ regulatory net capital
• Assist with preparation of regulatory filings for broker/dealers
• Assist with preparation of annual financial statements
• Assisting clients with annual audit and regulatory exams

Requirements

• BS/MS Accounting degree
• CPA license a plus
• FINRA Series 27 license a plus; willingness to obtain within 1 year of hire
• Working knowledge of QuickBooks and Excel
• Solid knowledge of US GAAP
• Self starter with reliable follow-through
• Good communication skills

Benefits

• Competitive Salary and Benefits:
• Health plans, LTD insurance, Life Insurance, Employer contribution 401k plan, PTO and remote day program, Flex Spending & Commuter Program