Lead Accountant, Family Office
Listed on 2026-03-01
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Accounting
Accounting Manager, Financial Reporting, Senior Accountant, Tax Accountant -
Finance & Banking
Accounting Manager, Financial Reporting, Tax Accountant
Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future. This position is not eligible for employment visa sponsorship, and the company will not assume sponsorship obligations for existing visa holders.
Living Our Values
All associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.
Why Join Us
- Career Growth:
Advance your career with opportunities for leadership and personal development. - Culture of Excellence:
Be part of a supportive team that values your input and encourages innovation. - Competitive Benefits:
Enjoy a comprehensive benefits package that looks after both your professional and personal needs.
Total Rewards
Our Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. Discover more about what we offer by visiting our Benefits page.
A Day In The Life
The Lead Accountant, under the leadership of the Director is responsible for oversight of general accounting activity and reporting, including, but not limited to, journal entries, reporting and data analysis, and monthly closing of books. The Lead Accountant will assist with maintaining books and records to adhere to accounting principles, practices, and procedures in accordance with GAAP, IFRS, company policies, and industry practices.
The Lead Accountant serves as the liaison for intercompany accounting transactions in need of troubleshooting and resolution. As a lead, you will assign work activity to others and serve as a subject matter expert for team members and the organization to ensure timely and accurate accounting practices.
As a Lead Accountant, FO you will:
- Maintain and adhere to accounting principles, practices, and procedures in accordance with GAAP, IFRS, company policies, and industry practices.
- Serve as subject matter lead for the general ledger and financial control processes.
- Demonstrate a complete understanding of the chart of accounts, complex company hierarchy, and financial statement structure.
- Ensure confidentiality of information is maintained at all times.
- Responsible for ensuring critical family member finance and accounting requests are addressed accurately and with a sense of urgency.
- Exhibit an elevated level of customer service behaviors with both internal and external customers.
- Ensure documentation of standard operating procedures for crucial accounting processes are maintained and updated periodically.
- Collaborate with operational teams to identify areas for improvement as businesses expand and ensure internal controls are adhered to and monitored.
- Make recommendations for process improvements and workflow efficiencies, ensuring compliance with internal audit and accounting principles.
- Prepares and reviews all financial data, including but not limited to balance sheets, income statements, and journal entries. Ensure transactions are recorded accurately, timely, and in accordance with Generally Accepted Accounting Principles ("GAAP"), IFRS, company policies, and industry practices.
- Leads initiative to improve departmental processes and procedures in terms of quality, efficiency, and effectiveness.
- Execute a monthly general ledger close for assigned entities to ensure accurate and timely performance of financial data reporting.
- Oversee the preparation of required reports and journal entries for month-end close. Other reports include month-end report sets, general ad hoc requests, historical research, and other reports as assigned.
- Analyze, generate, and process intercompany entries…
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