Senior Family Office Accountant

A Wealth Management Firm is seeking an experienced accounting professional to join their team as a Senior Family Office Accountant.

Responsibilities:

• Manage day-to-day accounting and financial reporting across multiple entities and accounts.
• Perform general ledger activities, including transaction review, reconciliations, journal entries, and month-end reporting.
• Coordinate cash management and payment activity, ensuring transactions are accurately recorded and properly authorized.
• Prepare periodic financial statements, management reports, and account analyses.
• Assist with budgeting, forecasting, and liquidity planning across various entities.
• Review financial activity and investigate discrepancies to maintain accurate and complete books and records.
• Coordinate with internal teams and external advisors on accounting, tax, and financial reporting matters.
• Review work prepared by junior team members and provide guidance as needed.
• Support special projects, financial analysis, and process improvement initiatives.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field. CPA preferred.
• 3 to 5 years of relevant experience.
• Relevant accounting experience within a family office, investment firm, professional services firm, or similar environment.
• Strong understanding of general ledger accounting, financial reporting, and account reconciliations.
• Experience working with multi-entity or complex account structures preferred.
• Strong Excel skills and comfort working with accounting and financial reporting systems.
• Excellent organizational and communication skills with strong attention to detail.

$90,000 to $110,000 depending on experience