Senior Accountant – Family Office

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Senior Accountant – Ownership Accounting

Salary: $90K–$105K + 10% Bonus

Why This Opportunity Stands Out:

• 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.

Key Responsibilities for the Senior Accountant – Ownership Accounting:

• 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.

Qualifications for the Senior Accountant – Ownership Accounting:

• 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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EB-2631018141