Lead Accountant

Job Description

Lead Accountant - Family Office

We are seeking a highly skilled Lead Accountant with deep tax expertise to join our team and oversee the accounting, tax compliance, and strategic planning across the family’s complex financial ecosystem.

• Individuals (HNWI / UHNWI)
• Trusts
• Partnerships
• Property tax returns
• S-Corporations
• Private foundations and charitable entities
• Gifts
• Manage quarterly / annual tax projections, estimated payments, and withholding
• Support IRS / state audits and respond to tax notices
• Monitor changing tax laws and assess implications for the family office

• Maintain general ledgers for multiple family entities and trusts.
• Perform reconciliations, record transactions, track cost basis, and maintain supporting documentation.
• Prepare monthly, quarterly, and annual financial statements.
• Produce net worth summaries, cash flow reports, and consolidated financial packages for family principals.
• Integrate investment data into accounting systems and support reporting needs for real estate, private equity, and marketable securities.

• Support wealth transfer strategies with financial modeling and documentation.
• Maintain records of gifts, trust distributions, charitable contributions, and foundation activity.
• Provide analysis to support estate planning, entity structuring, and long-term wealth preservation strategies.

• Establish and maintain robust internal controls and high-standard documentation practices.
• Coordinate bill-pay, cash management, and entity funding needs with the family office team.

• Bachelor’s degree in Accounting, Finance, or related field;
  Master’s in Taxation preferred.
• CPA
• 4+ years of progressive experience in tax accounting, preferably within a family office, private client services, or public accounting firm (HNW / UHNW exposure required).
• Strong understanding of accounting best practices and financial reporting.
• Experience with GL systems (Quick Books, Sage, or similar) and strong Excel skills.
• Excellent communication skills and ability to explain complex financial topics clearly.
• High level of discretion, integrity, and professionalism.
• Ability to manage multiple priorities and work both independently and collaboratively.

• Individual, trust, estate & gift taxation
• Partnership and corporate tax
• Multi-entity structures

• Strong understanding of accounting best practices and financial reporting.
• Experience with GL systems (Quick Books, Sage, or similar) and strong Excel skills.
• Excellent communication skills and ability to explain complex financial topics clearly.
• High level of discretion, integrity, and professionalism.
• Ability to manage multiple priorities and work both independently and collaboratively.