Accountant - Family Office

Your Role

As an Accountant reporting to the Family Office Accounting Supervisor, you will support the financial operations of various trusts, private entities, and individuals. This role works closely with company ownership and senior executives and requires a high level of discretion, accuracy, and professionalism.

• Post monthly income, contributions, distributions, and interest accruals
• Process incoming invoices and prepare weekly check runs
• Prepare and present weekly cash reports
• Maintain deposits and organized and accurate filing systems
• Prepare quarterly professional and administrative fee schedules
• Aid with quarterly and year-end financial statements
• Support cash flow forecasting and financial analysis
• Maintain confidentiality while handling sensitive financial information

Experience For Success

• Degree in Accounting or a related field preferred
• 2+ years of bookkeeping or accounting support experience strongly preferred
• Intermediate or advanced proficiency in Microsoft Excel
• QuickBooks experience required
• Solid understanding of debits, credits, and general ledger activity
• Strong analytical skills with high attention to detail
• Ability to prioritize multiple tasks and exercise sound judgment
• Proactive, dependable team player with a willingness to learn

Schedule

Monday–Friday, 8:00 a.m.–5:00 p.m.

Pay

The Lewis Group of Companies reasonably expects to pay $31.00–$36.00 per hour for this role, with actual compensation based on skills, experience, location, and business needs.

Benefits

• Medical and Dental Insurance
• 401(k) Plan with Company Match
• Cell Phone Allowance: $30/month
• Apartment Rental Discounts
• Paid Time Off, Holidays, and Vacation Time
• Continued training and advancement opportunities