Senior Accountant

About the role

Matter Family Office is looking for an experienced accounting professional to own client relationships and help develop a growing team. The Senior Accountant is a key client-facing role in our independent multi-family office, working side by side with internal team members, client vendors, and outside legal, financial, and tax professionals.

Responsibilities

• Serve as the primary day-to-day point of contact for an assigned book of client families, monitoring client email distribution lists and responding to routine, lower-complexity items (bill-pay questions, light reporting requests).
• Review financial statements (P&L, Balance Sheet, net worth) and bookkeeping prepared by Staff Accountants for standard clients, ensuring accuracy before publication.
• Review and, where needed, execute accounts payable and payroll; confirm timely and accurate processing.
• Own budget-vs-actual analysis for assigned clients and contribute to budgeting and forecasting.
• Participate in the firm's rolling monthly peer-review and internal-audit process across client entities.
• Coordinate with third parties, including vendors, bank representatives, accountants, attorneys, and financial advisors.
• Escalate complex, strategic, or sensitive matters to the Accounting Manager with recommended solutions.
• Mentor and provide day-to-day guidance to Staff Accountants and support their development.
• Assist in client-meeting preparation and follow-up by issuing reports and ensuring relevant tasks are completed.
• Complete special projects as requested.

Qualifications

• Bachelor’s degree in accounting or a related course of study; CPA (or active progress toward it) preferred.
• 4+ years of accounting experience, including 3+ years with QuickBooks Online and associated apps (Bill.com).
• Proven bookkeeping mastery, plus the ability to review and correct the work of others.
• Intermediate to advanced understanding of partnership accounting, book vs. tax, and estate-planning mechanisms.
• Strong grasp of what CPAs require to calculate quarterly estimated payments and complete timely, accurate tax returns on behalf of clients.
• Experience managing individual/family finances, including budgeting, bill pay, loan/investment mechanics, and cash flow.
• Ability to perform and review complex cashflow and financial-planning analyses.
• Confident, client-facing communicator — able to field day-to-day questions (bill pay, light reporting) directly with clients and coordinate with third parties.
• Analytical, detail-oriented, organized, and diligent with follow-up.
• Excellent time-management skills in a high-volume, fast-paced, deadline-driven environment.
• Proactive, self-motivated, and self-directed with a strong sense of urgency.
• Demonstrated ability to handle sensitive and confidential information.
• Intermediate to advanced knowledge of Microsoft Office Suite and Mac-based hardware/software.

Benefits

• Competitive Salary and Annual Performance-Based Bonus
• Medical and Dental Health Plans
• Supplemented Health Savings Account and Health Flexible Spending Account
• Dependent Care Flexible Spending Account
• Employer Supplemented Health Reimbursement Account Plan
• Short- and Long-term disability coverage paid for by the employer
• Paid Group Life Insurance
• Flexible 401(k) retirement benefits with employer matching
• 10 paid holidays per year plus competitive vacation and sick leave
• Cell phone reimbursement plan
• Opportunity for advancement based on performance, personal growth, and cultural fit
• Work with a team-oriented culture that supports continuing education and career growth
• Strong support for volunteer, community and/or industry involvement