Senior Staff Accountant

Are you an accountant who enjoys more than just closing the books? Do you get excited about improving processes, leveraging technology, and helping build something better?

We’re looking for a Senior Staff Accountant who combines strong accounting fundamentals with curiosity, analytical thinking, and a passion for continuous improvement. This is an opportunity to join a fast-paced Family Office that manages a diverse portfolio of operating companies, investments, and real estate entities.

As our accounting team embraces AI technologies like Claude to automate routine reporting, we’re looking for someone who wants to help modernize the finance function, not simply maintain it. If you’re excited about combining accounting expertise with technology and process improvement, we’d love to talk with you.

You’ll play a key role in managing the day-to-day accounting operations for multiple entities while partnering closely with leadership to improve financial processes and reporting.

• Own full-cycle General Ledger accounting for multiple operating, investment, and real estate entities
• Prepare monthly financial statements and support month-end close
• Perform account reconciliations, journal entries, and balance sheet analysis
• Manage cash reconciliations, fixed assets, depreciation, and amortization schedules
• Support budgeting, forecasting, and financial reporting
• Assist with tax preparation and supporting documentation
• Review financial reporting from third-party partners
• Identify opportunities to improve processes, strengthen controls, and increase efficiency
• Utilize AI tools and automation to streamline recurring accounting tasks
• Collaborate with the Controller, CFO, and cross-functional business partners on strategic initiatives

• Bachelor’s degree in Accounting
• 3+ years of General Ledger accounting experience
• Strong understanding of month-end close and financial reporting
• Advanced Microsoft Excel skills, including Pivot Tables
• Excellent analytical skills and attention to detail
• Strong organizational and communication skills
• Self-motivated with the ability to work independently and collaboratively

• CPA or actively pursuing CPA certification
• Family Office, multi-entity, or real estate accounting experience
• Tax preparation experience (Partnerships and S-Corporations preferred)
• Sage ERP or similar accounting system experience
• Experience using AI tools such as Claude, Microsoft Copilot, or ChatGPT
• Passion for process improvement and automation

• Curious and eager to learn
• Positive, dependable, and accountable
• A strong team player who enjoys collaboration
• Comfortable embracing change and new technologies
• Passionate about finding smarter, more efficient ways to work
• Focused on delivering accurate, high-quality results

This isn’t your typical accounting role.

You’ll have the opportunity to work alongside experienced finance leaders while helping modernize the accounting function through automation, AI, and continuous improvement. As the organization continues to grow, so will your opportunities to take on additional responsibility and advance your career.

If you’re looking for a role where your ideas matter, your work has a direct impact, and technology is viewed as an opportunity—not a threat, we’d love to hear from you.

• Learn the business, accounting processes, and reporting environment
• Build relationships with key stakeholders
• Become familiar with our systems, workflows, and AI tools

• Independently manage assigned entities through month-end close
• Support budgeting, forecasting, and financial reporting
• Begin identifying opportunities for process improvements

• Fully own your accounting responsibilities
• Lead or contribute to automation and process improvement initiatives
• Become a trusted partner to the Controller and finance leadership while helping shape the future of the accounting function