Senior Accountant (Family Office

A multi-generational single family office overseeing 300+ entities — partnerships, trusts, operating companies, charitable entities, and real estate — is seeking a Senior Accountant to serve as a primary accountant across its portfolio, including a large affiliated foundation. This is a high-visibility role for someone who thrives managing complexity across multiple entities in a fast-paced, detail-driven environment.

• Serve as primary accountant for the family office and its foundation, managing day-to-day bookkeeping, reporting, and compliance
• Perform monthly reconciliations across bank, brokerage, and investment accounts
• Prepare and route wire transfers with proper supporting documentation, including foundation grants and distributions (tracking against annual minimum distribution requirements)
• Calculate capital calls and member contributions/distributions across partnership and LLC structures
• Analyze cash flow and liquidity to support upcoming investments and spending needs
• Enter/reconcile K-1s and prepare tax work papers for partnerships, trusts, and foundations
• Maintain audit-ready documentation and support foundation compliance (grant tracking, Form 990-PF support)
• Identify and elevate discrepancies or process gaps; support workflow standardization
• Partner closely with the CFO, Controller, and external tax/legal advisors

• Bachelor's degree in Accounting, Finance, or related field; CPA a plus
• 6+ years progressive accounting experience; family office, private foundation, private equity, or HNW experience strongly preferred
• Prior experience as primary/lead accountant for a family office strongly preferred
• Strong grasp of partnership accounting (capital accounts, K-1 allocations, capital calls/distributions)
• Familiarity with private foundation accounting a plus
Archway experience preferred; advanced Excel skills
• High discretion, strong organizational skills, and ability to work independently across multiple entities