Senior Accountant

A premier, boutique wealth management firm is looking to add a Senior Accountant to its expanding Family Office Practice.

In this role, you will act as a primary financial steward for a select portfolio of ultra-high-net-worth families and multi-generational estates. You will combine comprehensive, hands-on general ledger accounting with direct client advisory, managing complex entity structures including private foundations, trusts, operating companies, and investment partnerships.

If you are looking to step out of high-volume compliance or rigid corporate reporting into a high-touch, relationship-driven advisory environment, this role provides significant autonomy, competitive compensation, and direct access to senior leadership.

Key Responsibilities

• Full-Cycle Accounting & Financial Close: Oversee daily accounting and maintain complete general ledgers for multiple client groups; lead monthly and quarterly closes, including multi-entity consolidations, intercompany reconciliations, and investment account reconciliations.
• Reporting & Analysis: Deliver client-ready financial statements, customized net-worth summaries, liquidity forecasts, variance analyses, and cash flow budgets.
• Treasury & Cash Management: Oversee specialized accounts payable/bill-pay functions, wire management, cash positioning, and capital call/funding administration across entities.
• Tax Coordination & Advisory Support: Prepare structured, audit- and tax-ready workpapers; serve as the central liaison to external Big 4/regional CPA firms for individual, partnership, trust, and foundation return filings.
• Client & Advisor Relations: Interface directly with family members, private bankers, attorneys, and internal lead advisors to address inquiries, clarify financial transactions, and deliver customized reporting.
• Operational Excellence: Continuously evaluate internal controls, evaluate accounting technology/workflows, and assist with the onboarding of new private wealth clients.

Qualifications

• Education: Bachelor’s degree in Accounting, Finance, or a related discipline.
• Experience: 4+ years of progressive full-cycle accounting experience (GL, month-end close, financial reporting, and complex reconciliations).
• Industry Background: Prior experience within a family office, private wealth management firm, or public accounting firm (private client services/high-net-worth practice) is highly valued.
• Client-Facing Skills: Demonstrated comfort communicating complex financial details directly to executive stakeholders, clients, or third-party advisors with discretion and tact.
• Technical Proficiency: Advanced Microsoft Excel skills and hands-on experience with modern accounting ERPs or cloud ledger platforms (e.g., QuickBooks, Sage Intacct, Addepar, SEI, or comparable platforms).
• Credentials: CPA designation (or progress toward completion) is preferred.

Compensation & Perks

• Competitive base salary paired with both individual performance and team-based annual bonus opportunities.
• Comprehensive health, dental, and vision insurance packages.
• 401(k) with company match.
• Generous PTO, paid holidays, and dedicated budget for ongoing professional development / CPA maintenance.