Accounting Senior Associate [Family Office]

As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration. The firm helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.

About the role

We currently have an exciting career opportunity for a Senior Associate to join the Family Office team in our Jupiter office. This position is hybrid, requiring team members to be in the office on average 3 days a week for in-person collaboration, with the cadence determined at the team level.

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
  • Manage client cash flow/projections, maximize yield on cash accounts, and evaluate client existing debt
  • 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

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 (UHNW) individuals, trusts, and family-owned entities
• Understanding of multi-entity accounting