Senior Accountant

Position Summary

We are seeking a detail-oriented and highly organized Senior Accountant to support both family office financial activities and the corporate accounting function. This position plays a key role in managing the financial records and day-to-day accounting operations of a small, private family office.

Essential Duties and Responsibilities

• Manage bill pay, reimbursements, and expense tracking for family real estate, investments, and personal or philanthropic activities.
• Maintain accurate accounting records for multiple real estate properties and family entities (personal, investment, and trust accounts).
• Record and reconcile bank activity on multiple personal and real estate accounts.
• Process owner distributions on multiple personal and real estate accounts.
• Prepare financial summaries, cash flow reports, and account reconciliations.
• Cook up with external accountants, attorneys, and investment advisors on reporting and tax filings.
• Aid with the preparation of annual budgets and monitor actual results versus projections.
• Organize and maintain legal and accounting files, statements, and supporting documentation.
• Manage cash transfers and ensure adequate liquidity across accounts.
• Ensure confidentiality and discretion in handling sensitive financial information.
• Aid with corporate AP and AR processes.
• Aid with corporate account reconciliations.
• Aid with corporate month end and year-end close activities.
• Aid with corporate expense coding and general ledger maintenance.
• Provide broad support to the corporate accounting team as needed.
• Work on various other tasks as required.

Minimum Qualifications

• BA/BS in Accounting, Finance, Real Estate, or related field preferred.
• 3-7 years of accounting experience; prior experience in a family office preferred.
• Experience with real estate accounting, including property level reporting preferred.
• Experience working with multiple entities preferred.
• Proficiency with QuickBooks (Desktop or Online), Microsoft Excel, and general financial reporting tools.
• Strong understanding of GAAP principles and multi-entity bookkeeping.
• Exceptional attention to detail, accuracy, and organizational skills.
• Discretion, integrity, and the ability to oversee confidential information with care.
• Self-motivated with the ability to work independently and prioritize effectively.
• Service-minded attitude and willingness to take on a variety of administrative or financial tasks as needed.

Physical Requirements

• Ability to sit for extended periods, use a computer regularly, and perform repetitive motions using keyboard/mouse.
• Occasional lifting up to 15 lbs.
• Repetitive hand and wrist movements for frequent use of computer keyboard and mouse.

Work Conditions

• General office environment