Accounting Senior Associate (Family Office)

About the Role

As CohnReznick grows, we offer rewarding careers in advisory, assurance, and tax with a focus on innovation and collaboration. This Senior Associate role in the Family Office team supports complex clients and ultra-high-net-worth families, ensuring financial accuracy and providing advisory services. The position is hybrid, requiring in-office presence on average 3 days a week.

Your Team

The Family Office/Senior Accountant provides oversight, review, and advisory support for ultra-high-net-worth families and their related entities, including non-profits, businesses, multi-generational wealth, and trusts. This role ensures financial record integrity, resolves complex accounting issues, and mentors junior staff.

Responsibilities

• Client Service & Relationship Management
  • Serve as senior point of contact for assigned clients, addressing complex accounting matters.
  • 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.
• Accounting Oversight & Review
  • Review financial statements, reconciliations, and workpapers for accuracy and completeness.
  • Resolve complex accounting and transactional issues across multi-entity structures.
  • Manage client cash flow/projections, maximize yield on cash accounts, and evaluate debt.
  • Ensure consistency with firm standards and engagement expectations.
  • 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 a subject-matter resource for accounting systems and family dynamics.
• 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.

Requirements

• 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 Qualifications

• Bachelor’s degree in accounting or finance (preferred but not required).
• Extensive experience with ultra-high-net-worth individuals, trusts, and family-owned entities.
• Understanding of multi-entity accounting.

Schedule

Hybrid position requiring in-office presence on average 3 days a week, with the cadence determined at the team level.