Senior Accountant

Senior Accountant

Salary: $80,000 - $90,000 per year

A well‑established and highly respected wealth management and financial advisory firm partners with high‑net‑worth individuals, families, and business owners to provide comprehensive financial planning and investment management services.

This role will be responsible for overseeing day‑to‑day accounting operations, managing month‑end close activities, supporting treasury functions, and assisting with financial reporting and tax‑related processes.

• Manage month‑end and year‑end close processes across multiple entities.
• Prepare journal entries, account reconciliations, accruals, and adjusting entries.
• Maintain accuracy and integrity of the general ledger.
• Monitor daily cash activity, account balances, wires, transfers, and funding requests.
• Assist with cash forecasting and liquidity planning.
• Review payroll activity prior to processing.
• Prepare financial reports, supporting schedules, and documentation for leadership and external advisors.
• Support annual 1099 preparation and franchise tax filings.
• Coordinate with external tax professionals to provide required tax documentation and assist with tax‑related requests.
• Investigate discrepancies, analyze variances, and resolve accounting issues proactively.
• Maintain organized financial records and supporting documentation.
• Identify opportunities for process improvements and operational efficiencies.
• Ensure compliance with internal controls, accounting policies, and established procedures.

• Bachelor’s degree in Accounting, Finance, or related field.
• 5+ years of progressive accounting experience.
• Strong understanding of general ledger accounting and financial reporting.
• Experience managing multiple priorities and recurring deadlines.
• Excellent attention to detail and organizational skills.
• Strong communication and problem‑solving abilities.
• Proficiency with Microsoft Excel and Microsoft Office products.

• CPA designation or CPA track preferred.
• Experience with in a family office, private wealth, or multi‑entity environment.
• Prior experience supporting high‑net‑worth individuals or complex entity structures.
• Background in a client‑facing or advisory‑oriented accounting environment.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at

By applying for this job, you agree to receive calls, AI‑generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: