Sr. Accountant

Job Description

Position: Senior Family Office Accountant

A dynamic and expanding financial management firm with multiple office locations is seeking an experienced Senior Family Office Accountant to join our team. This role is responsible for managing the complete accounting and financial reporting processes for a select group of high-net-worth families.

Primary Responsibilities

Manage all accounting operations to provide clear and accurate reporting on client financial positions

Supervise bill payment processes and ensure timely execution

Build and maintain effective working relationships with internal departments and service teams

Develop and monitor budgets, forecasts, and cash flow plans for affluent clients

Prepare detailed financial statements, reports, and ad-hoc analyses

Conduct specialized financial analysis and assist with strategic projects as needed

Handle household payroll and related recordkeeping for clients

Supervise and review work of junior accounting staff to ensure accuracy and compliance

Skills & Qualifications

Bachelor’s degree in Accounting, Finance, Economics, or a related discipline (Master’s preferred)

CPA certification strongly preferred

Minimum of 4 years of relevant accounting experience

Proficient in QuickBooks and Microsoft Office Suite

Strong organizational skills and exceptional attention to detail

Excellent written and verbal communication abilities

Proactive, hands-on approach with a strong sense of accountability and initiative

Analytical thinker with sound judgment and problem-solving ability

Collaborative team player who is dependable, motivated, and adaptable

Full-time