Experience: Senior Level
Salary: $80,000 - $90,000 per year
Job Details
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This role will be responsible for overseeing day-to-day accounting operations, managing month-end close activities, supporting treasury functions, and assisting with financial reporting and tax-related processes.
This is an excellent opportunity for an accounting professional who enjoys working in a detail-oriented, relationship-driven environment with exposure to complex financial operations and multi-entity structures.
Responsibilities
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Manage month-end and year-end close processes across multiple entities
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Prepare journal entries, account reconciliations, accruals, and adjusting entries
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Maintain accuracy and integrity of the general ledger
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Monitor daily cash activity, account balances, wires, transfers, and funding requests
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Assist with cash forecasting and liquidity planning
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Review payroll activity prior to processing
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Prepare financial reports, supporting schedules, and documentation for leadership and external advisors
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Support annual 1099 preparation and franchise tax filings
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Coordinate with external tax professionals to provide required tax documentation and assist with tax-related requests
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Investigate discrepancies, analyze variances, and resolve accounting issues proactively
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Maintain organized financial records and supporting documentation
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Identify opportunities for process improvements and operational efficiencies
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Ensure compliance with internal controls, accounting policies, and established procedures
Qualifications
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Bachelor’s degree in Accounting, Finance, or related field
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5+ years of progressive accounting experience
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Strong understanding of general ledger accounting and financial reporting
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Experience managing multiple priorities and recurring deadlines
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Excellent attention to detail and organizational skills
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Strong communication and problem-solving abilities
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Proficiency with Microsoft Excel and Microsoft Office products
Preferred Qualifications
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CPA designation or CPA track preferred
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Experience within a family office, private wealth, or multi-entity environment
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Prior experience supporting high-net-worth individuals or complex entity structures
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Background in a client-facing or advisory-oriented accounting environment
This position offers the opportunity to work within a highly professional and stable organization that values discretion, collaboration, and long-term relationship management.
A bit about us:
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Our client is a well-established and highly respected wealth management and financial advisory firm that partners with high-net-worth individuals, families, and business owners to provide comprehensive financial planning and investment management services. With decades of experience and a client-first philosophy, the firm has built a strong reputation for delivering personalized guidance, long-term relationship management, and customized financial strategies tailored to each client’s unique goals.
The organization offers a collaborative, team-oriented environment focused on professionalism, integrity, and exceptional client service. Employees enjoy the opportunity to work alongside experienced advisors and leadership in a culture that values trust, communication, and long-term career growth.
Why join us?
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comprehensive health benefits package
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PTO package
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401k
- Growth/ mentorship opportunities
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