Senior Accountant - Family Office

Senior Accountant – Ownership Accounting

Salary: $90K–$105K + 10% Bonus

• Gain hands-on exposure to a private family office environment with responsibilities extending beyond traditional accounting.

• Work across a diverse portfolio of entities, trusts, real estate holdings, and private investments.

• Expand your skill set into investment accounting, treasury, cash management, and tax-related reporting.

• Partner directly with experienced tax and treasury professionals and learn from subject matter experts.

• Enjoy strong visibility with senior leadership and key decision-makers.

• Join a stable, privately held organization with a long-term ownership mindset.

• Build broad financial acumen through involvement in complex investment and ownership structures.

• Contribute to process improvements and reporting enhancements that have meaningful organizational impact.

• Benefit from clear opportunities for professional growth and career advancement.

• Manage accounting and financial reporting for multiple entities, trusts, and investment vehicles.

• Prepare journal entries, account reconciliations, and month-end close activities.

• Account for investment transactions including purchases, sales, capital calls, distributions, and gains/losses.

• Monitor cash positions and support treasury and liquidity management activities.

• Partner with tax professionals to support reporting, tax planning, and payment processes.

• Prepare financial schedules, management reports, and ad hoc analyses.

• 3–5 years of accounting experience with strong general ledger and financial reporting knowledge.

• Experience with multi-entity accounting and/or investment accounting preferred.

• Bachelor’s degree in Accounting, Finance, or a related field.

• CPA or active CPA candidate preferred.

• Advanced Excel skills.

• Strong attention to detail and accuracy in a complex financial environment.

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