Senior Accountant - Family Office

Senior Accountant – Ownership Accounting

Salary: $90K–$105K + 10% Bonus

Why This Opportunity Stands Out

• Unique opportunity to join the accounting team supporting a sophisticated private family office and gain exposure well beyond traditional corporate accounting.
• Work across a diverse portfolio of legal entities, trusts, real estate holdings, and private investments.
• Broaden your experience across accounting, investments, treasury, cash management, and tax.
• High visibility working closely with senior leadership and experienced tax and treasury professionals.
• Join a highly established, privately held organization with a long-term ownership mindset and meaningful opportunities for career growth.

Senior Accountant – Key Responsibilities

• Own day-to-day accounting and reporting for multiple entities, trusts, and investment vehicles, including journal entries, reconciliations, and close.
• Handle investment accounting activity including purchases, sales, capital calls, distributions, and realized/unrealized gains.
• Manage cash positions, liquidity needs, and treasury transactions across multiple accounts.
• Partner with tax professionals to provide accurate reporting and support tax planning and payments.
• Prepare financial schedules, management reporting, and analysis while identifying opportunities to improve reporting processes.

Senior Accountant – Qualifications

• 3–5 years of accounting experience with strong GL and financial reporting fundamentals; multi-entity or investment accounting exposure is highly valued.
• Bachelor's degree in Accounting, Finance, or related field; CPA or CPA candidate is a plus.
• Strong Excel skills with the discretion, accuracy, and attention to detail required in a private investment/family office environment.