Sr. Accountant

Accountant – Family Office / Management Company Location: Hybrid (3 days onsite) Employment Type: permanent Overview Our client, a stable and growing family office environment, is seeking an Accountant to support both general accounting and tax-related activities across a diverse portfolio of entities and investments. This is a well-rounded role offering exposure to financial reporting, investments, and individual tax work in a collaborative, lower-ego environment. Key Responsibilities Manage monthly close process, including journal entries and account reconciliations (bank, investments, and other balance sheet accounts) Support general ledger activities across multiple entities Assist with preparation of individual tax returns; exposure to trust and/or corporate tax a plus Work with investment accounting and reporting (family office/asset management exposure highly preferred) Utilize systems such as Dynamics GP and investment reporting platforms (Addepar, Black Diamond, etc.) Prepare ad hoc reports and analyses using Excel (Access or database exposure is a plus) Collaborate with internal team members while also managing independent project work

Qualifications:

Qualifications Bachelor’s degree in Accounting or Finance 2+ years of accounting experience with strong GL and close exposure Experience with tax preparation (individual returns required; trust/corporate a plus) Familiarity with family office, wealth management, or asset management environments is highly preferred Strong Excel skills; experience with Dynamics GP or similar ERP systems is a plus Ability to manage multiple priorities in a dynamic, hands-on environment

Compensation

$85,000.00-$95,000.00 Yearly

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