Sr. Accountant

Title: Senior Accountant, Family Services

Department: Accounting

Reports to: Finance Manager – Family Services

Location: Dearborn

Job Classification: Hybrid

FLSA Status: Exempt

Job Band: Professional

This position is responsible for maintaining and advancing the financial information and processes that support the family’s financial, tax, fiduciary, and administrative interests across a complex portfolio of related entities, including trusts, LLCs, investments, and donor advised funds. The role serves as a key contributor to the accuracy, integrity, and organization of financial records, while also overseeing bill pay administration and providing broader analytical and operational support to Family Office leadership.

• Own the accurate, timely recording of accounting transactions in Quick Books across multiple LLCs, including inventory receipts, sales, expenses and payroll activities
• Administer personal and entity-level bill pay processes, ensuring timely, accurate, and confidential disbursement support across various LLCs
• Maintain and reconcile monthly personal financial activity in Quick Books to support complete and accurate financial records
• Prepare monthly account reconciliations and supporting schedules to facilitate an accurate and timely month-end close process
• Compile and analyze monthly financial statements, including balance sheets, income statements, and presentations for LLCs and personal financial reporting
• Prepare and post journal entries, including recurring entries, accruals, reclasses, and other adjustments required on a monthly, quarterly, and annual basis
• Support annual budgets and perform budget-to-actual variance analysis to support informed financial decision-making
• Coordinate and prepare tax payments, 1099 preparation, licensing, and registration filings to ensure compliance across entities
• Collaborate with external tax preparers to ensure timely coordination, preparation, and filing of income tax returns and other applicable tax filings
• Support the organization and management of key information related to estate planning, trusts, tax, insurance, investments, and cash flow activity
• Identify opportunities to enhance, document, and strengthen financial processes and internal controls
• Perform financial analysis and reporting for various properties and projects, providing insight to support planning and decision-making
• Provide analytical and project support to management and internal stakeholders by responding to special requests and delivering targeted financial information as needed

• Bachelor's Degree in Accounting

• Minimum of 7 years of experience in public accounting, family office accounting, or other relevant financial accounting environments
• Demonstrated experience with retail and inventory accounting, including knowledge of tariff-related considerations
• Proven ability to manage accounting activity across multiple entities while effectively prioritizing competing projects and deadlines
• Experience with related-party transactions and intercompany accounting considerations
• Familiarity with foreign exchange transactions and related financial implications
• Advanced Excel skills with the ability to analyze data and support financial reporting needs
• Experience with accounting systems, Quick Books and Quick Books Desktop preferred
• Strong interpersonal, verbal, and written communication skills with the ability to interact effectively across stakeholders
• Ability to work independently with a high degree of ownership, sound judgment, and accountability
• High level of integrity, confidentiality, and discretion in handling sensitive financial and personal information
• Strong analytical, critical thinking, and problem-solving skills

• Typical office environment; cubicle setting
• Extended periods of time sitting, standing, typing on a computer is required
• Willing to work some weekends if necessary
• Some travel domestic required (approximately 10%)
• This position has a Hybrid location:
  Associate will work on-site regularly as needed for work activities.