Senior Accountant - Family Office

Handle investment accounting activity including purchases, sales, capital calls, distributions, and realized/unrealized gains. Unique opportunity to join the accounting team supporting a sophisticated private family office and gain exposure well beyond traditional corporate accounting.

Senior Accountant – Ownership Accounting

Salary: $90K–$105K + 10% Bonus

Why This Opportunity Stands Out

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• Unique opportunity to join the accounting team supporting a sophisticated private family office and gain exposure well beyond traditional corporate accounting.
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• Work across a diverse portfolio of legal entities, trusts, real estate holdings, and private investments.
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• Broaden your experience across accounting, investments, treasury, cash management, and tax.
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• High visibility working closely with senior leadership and experienced tax and treasury professionals.
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• Join a highly established, privately held organization with a long-term ownership mindset and meaningful opportunities for career growth.
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Senior Accountant – Key Responsibilities

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• Own day-to-day accounting and reporting for multiple entities, trusts, and investment vehicles, including journal entries, reconciliations, and close.
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• Handle investment accounting activity including purchases, sales, capital calls, distributions, and realized/unrealized gains.
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• Manage cash positions, liquidity needs, and treasury transactions across multiple accounts.
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• Partner with tax professionals to provide accurate reporting and support tax planning and payments.
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• Prepare financial schedules, management reporting, and analysis while identifying opportunities to improve reporting processes.
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Senior Accountant – Qualifications

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• 3–5 years of accounting experience with strong GL and financial reporting fundamentals; multi-entity or investment accounting exposure is highly valued.
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• Bachelor's degree in Accounting, Finance, or related field; CPA or CPA candidate is a plus.
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• Strong Excel skills with the discretion, accuracy, and attention to detail required in a private investment/family office environment.
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