Senior Accountant - Family Office

Senior Accountant – Single Family Office

We are seeking a Senior Accountant to join a well‑established single family office supporting a diverse portfolio of investments, real estate holdings, trusts, and affiliated entities. This role is ideal for an accounting professional who thrives in a high‑touch, multi‑entity environment and enjoys working across accounting, cash management, tax coordination, and investment reporting.

• Manage accounting for multiple entities, including LLCs, trusts, partnerships, foundations, and personal accounts.
• Prepare journal entries, account reconciliations, and month‑end close schedules.
• Assist with monthly and annual financial reporting and cash flow analysis.
• Reconcile bank, investment, intercompany, and loan accounts.
• Process accounts payable, wires, reimbursements, and recurring disbursements.
• Monitor cash balances and assist with cash flow forecasting.
• Coordinate with external CPA firms by preparing tax work papers, K-1s, 1099s, and supporting documentation.
• Record investment activity, including capital calls, distributions, management fees, and alternative investments.
• Maintain organized entity records and support reporting for real estate and private investments.
• Identify process improvements and assist with special projects related to family office operations.

• Bachelor's degree in Accounting or Finance.
• 5+ years of accounting experience, ideally within a family office, private wealth, public accounting, or real estate investment environment.
• CPA or CPA candidate preferred.
• Experience managing multi‑entity accounting, including LLCs, trusts, and partnerships.
• Strong knowledge of month‑end close, financial reporting, and general ledger accounting.
• Advanced Excel skills; experience with Archway or similar family office accounting software is a plus.
• Highly organized, detail‑oriented, and able to manage multiple priorities with discretion.