Senior Accountant – Ownership Accounting
Salary: $90K–$105K + 10% Bonus
Why This Opportunity Stands Out
- Unique opportunity to join the accounting team supporting a sophisticated private family office and gain exposure well beyond traditional corporate accounting.
- Work across a diverse portfolio of legal entities, trusts, real estate holdings, and private investments.
- Broaden your experience across accounting, investments, treasury, cash management, and tax.
- High visibility working closely with senior leadership and experienced tax and treasury professionals.
- Join a highly established, privately held organization with a long-term ownership mindset and meaningful opportunities for career growth.
Senior Accountant – Key Responsibilities
- Own day-to-day accounting and reporting for multiple entities, trusts, and investment vehicles, including journal entries, reconciliations, and close.
- Handle investment accounting activity including purchases, sales, capital calls, distributions, and realized/unrealized gains.
- Manage cash positions, liquidity needs, and treasury transactions across multiple accounts.
- Partner with tax professionals to provide accurate reporting and support tax planning and payments.
- Prepare financial schedules, management reporting, and analysis while identifying opportunities to improve reporting processes.
Senior Accountant – Qualifications
- 3–5 years of accounting experience with strong GL and financial reporting fundamentals; multi-entity or investment accounting exposure is highly valued.
- Bachelor’s degree in Accounting, Finance, or related field; CPA or CPA candidate is a plus.
- Strong Excel skills with the discretion, accuracy, and attention to detail required in a private investment/family office environment.