{"id":3369774,"url":"https://alion.io/job/simon-quick-advisors-bookkeeper-accountant-simon-quick-advisors","title":"Bookkeeper/ Accountant - Simon Quick Advisors","company":{"id":2251207,"name":"Simon Quick Advisors","domain":"simonquickadvisors.com","url":"https://alion.io/company/simonquickadvisors","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"JazzHR","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Morristown, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":49000,"max_usd":94000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2171},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"QuickBooks","optional":false},{"name":"Microsoft Excel","optional":true}],"status":"live","first_seen_at":"2026-10-28T00:30:46Z","employer_posted_date":"2026-10-28","last_verified_at":"2026-11-01T22:15:06Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"Job Title: Bookkeeper/ Accountant\nDepartment: Family Office Services\nLocation: Morristown, New Jersey\nCompensation: Starting at $60,000 plus bonus and benefits\nCompany Description\nSimon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations.\nOur purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom.\nMission of the Position\nThe Bookkeeper/Accountant ensures the accurate, timely, and confidential recording of financial activity for our family office clients and provides a reliable financial foundation that allows clients to focus on what matters most.\nTop Accountabilities\nAccounts payable & receivable oversight - covers AP/AR and auditing check requests for accuracy\nBank & cash management - covers reconciling bank statements, verifying daily cash activity, and preparing wire transfers\nMonth-end close & accurate financial reporting - covers the month-end close, journal entries, and issuing Balance Sheet/P&L statements in QuickBooks\nConfidential, high-touch client service - covers working directly with HNW individuals/families with the utmost confidentiality\nOther Duties & Responsibilities\nAnalyzing monthly/quarterly/annual reports for accuracy \nCash flow projections and vendor reports \nReviewing annual budgets \nProviding pro forma and other financial reports to clients\nKey Criteria/Requirements\nAssociates degree in Accounting preferred.\nMinimum 2-5 years of experience.\nFamily Office Services experience preferred but not required.\nMust possess advanced skills in Microsoft Excel and QuickBooks.\nKey Competencies\nAttention to Detail - Consistently produces accurate, thorough work and catches errors in numbers, documents, and records before they reach clients.\nChange Management - Adapts readily to new systems, processes, and priorities, and helps keep work on track during transitions.\nOrganization - Keeps files, records, and workflows orderly and easy to locate, and structures work so nothing is missed or duplicated.\nAnalytical - Reviews financial data to spot trends, discrepancies, and issues, and draws sound conclusions.\nCollaboration & Teamwork - Works cooperatively with colleagues across teams, shares information, and contributes to shared goals.\nIndependence - Manages assigned work with minimal supervision, takes initiative, and knows when to ask for guidance.\nVerbal Expression - Communicates ideas and information clearly and professionally in conversation and meetings.\nWriting Skills - Writes clear, accurate, and well-organized emails, reports, and client communications.\nTime Management - Plans and prioritizes tasks to meet deadlines, including month-end close, while managing competing demands.\nTechnical Expertise & Proficiency - Applies strong working knowledge of accounting principles and tools, especially QuickBooks and Microsoft Excel.\nPhysical Requirements (if applicable)\nMust be able to remain in a stationary position 50% of the time.\nConstantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.\nThe ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.\nDisclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer.\nSimon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.","description_format":"text","description_chars":4369,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"associate","optional":true},"security_clearance":false,"languages":[]},"benefits":["Growth opportunities"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Accounting & Bookkeeping Services","Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-28T00:30:46Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.858,"p_room":1,"age_days":4,"expected_fill_days":28,"reasons":["conf:6","win:early","comp:junior"],"computed_at":"2026-11-01T06:10:25Z"},"pay":null,"html_url":"https://alion.io/job/simon-quick-advisors-bookkeeper-accountant-simon-quick-advisors","json_url":"https://alion.io/job/simon-quick-advisors-bookkeeper-accountant-simon-quick-advisors.json","meta":{"generated_at":"2026-11-01T23:14:33Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":35412,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-02T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2251207},"rest":"https://alion.io/mcp/rest/get_company?id=2251207"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsimon-quick-advisors-bookkeeper-accountant-simon-quick-advisors"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsimon-quick-advisors-bookkeeper-accountant-simon-quick-advisors"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsimon-quick-advisors-bookkeeper-accountant-simon-quick-advisors"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/simon-quick-advisors-bookkeeper-accountant-simon-quick-advisors\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsimon-quick-advisors-bookkeeper-accountant-simon-quick-advisors"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3369774}},{"tool":"search_jobs","arguments":{"company":"simonquickadvisors.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3369774},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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