Family Office Accountant

Greenwood Gearhart is a premier registered investment advisory (RIA) firm committed to delivering personalized, fiduciary-driven wealth management services to individuals, families, and institutional clients. We provide comprehensive financial planning, investment management, and advisory solutions, grounded in the highest standards of integrity, professionalism, and client care. We currently serve over 1,100 families with $2.2 billion in assets under management.

Team: Accounting

Reports To: Rachel Proctor, CPA – Director, Accounting

We are seeking a dynamic accounting professional to join our Family Office team, exclusively supporting a select group of ultra-high-net-worth families and their operations. This position is ideal for an individual with strong general ledger and financial reporting expertise, who values financial integrity and discretion as a trusted steward of critical financial information.

• Monitor daily cash activity and balances across multiple accounts and operating entities
• Coordinate payments, transfers, and funding activity in accordance with internal controls and procedures
• Support cash forecasting and short-term liquidity planning
• Review and approval of payroll prior to submission for processing
• Maintain complete and organized documentation related to cash movement and banking activity in accordance with policy requirements

• Oversee general ledger integrity and consistent application of accounting principles
• Ensure appropriate account classifications, journal entries, and adjustments
• Verify transactions are recorded timely and accurately, proactively identifying and resolving discrepancies
• Maintain supporting schedules and documentation for key accounts and transactions
• Independently manage month-end close process across multiple related entities
• Perform monthly reconciliations and standard adjusting entries
• Ensure proper cutoff, completeness, and accuracy of transactions and financial data
• Prepare routine financial reports and supporting schedules for client and dedicated team of advisors, as well as external professionals
• Ensure financial records are accurate, consistent, and reliable for decision-making and compliance purposes
• Support external reporting requirements through well-organized documentation and strong client/entity-specific knowledge
• Manage issuance of Tax Forms 1099 for applicable service providers on an annual basis
• Oversee annual franchise tax filing and payment across all entities
• Work closely with external tax return preparers to procure and provide required tax documents and collaborate on tax projections and payments

• Exercise professional judgment, identifying complex or non-routine matters and escalating appropriately
• Serve as a trusted point of contact for accounting questions within assigned areas
• Analyze trends and variances, investigating and providing explanations when appropriate
• Own day-to-day accounting workflows and checklists, ensuring adherence to established policies and internal controls
• Identify deficiencies or risks and propose solutions where applicable

• 5+ years of progressive accounting or bookkeeping experience
• Strong understanding of general ledger accounting and financial reporting
• Demonstrated ability to work independently and manage recurring deadlines
• High attention to detail with strong organizational skills and commitment to excellence
• Proficiency in Microsoft Office products

• Certified Public Accountant (CPA)
• Multi-family office or single-family office accounting experience
• Prior experience in a client-facing or advisory-oriented accounting role