Accounting Senior Associate [Family Office]

About the role

CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid, which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are required to be in the office/together in person on average 3 days a week.

Your team

The Family Office/Senior Accountant provides oversight, review, and advisory support for complex clients and ultra‑high‑net‑worth families and their related entities, including non-profits, businesses, multi-generational wealth, and trusts. This role ensures the accuracy and integrity of financial records, resolves complex accounting issues, and serves as a trusted resource to both clients and internal teams. The Senior Accountant plays a critical role in mentoring junior staff, improving processes, and elevating the overall quality of deliverables.

Responsibilities

• Client Service & Relationship Management
  • Serve as senior point of contact for assigned clients, addressing complex accounting matters
  • Identify and explain financial statements, trends, and anomalies to clients and advisors
  • Proactively anticipate client needs and recommend process or reporting improvements
  • Support managers with client communications and issue resolution
  • Collaborate with internal teams across tax, advisory, and other engagement teams to support coordinated service delivery
• Accounting Oversight & Review
  • Review financial statements, reconciliations, and workpapers for accuracy and completeness
  • Resolve complex accounting and transactional issues across multi‑entity structures
  • Client cash flow management/projection, maximizing yield on cash accounts, evaluate client existing debt with consideration toward paying down debt or need for additional borrowing
  • Ensure consistency with firm standards and engagement expectations
  • Understand engagement terms and work performed
  • Provide final review sign‑off prior to manager or partner review when appropriate
• Team Leadership & Development
  • Train, mentor, and coach Bookkeepers and Staff Accountants
  • Review junior staff work and provide clear, actionable feedback
  • Assist with onboarding and knowledge transfer
  • Serve as subject‑matter resource for accounting systems and workflows, while understanding family dynamics, personalities, and needs
• Process Improvement & Engagement Support
  • Identify inefficiencies and recommend improvements to accounting processes
  • Assist with standardization, documentation, and best practices
  • Coordinate closely with tax and advisory teams on complex engagements

Your experience

• 3 – 5 years of progressive accounting experience
• Demonstrated review, mentoring, and leadership capabilities
• Excellent communication and client‑facing skills
• Strong Excel and QuickBooks experience
• Highly analytical, detail oriented, and organized

Preferred:

• Bachelor’s degree in accounting or finance
• Extensive experience with UHNW individuals, trusts, and family‑owned entities
• Understanding of multi‑entity accounting