Sr. Accountant

Job Description

Job Description

benefits:

• health insurance
• paid time off

New Jersey–based single family office seeks exceptionally intelligent and responsible Finance and Accounting specialist to collaborate closely with our CFO and other key team members. Our team has a comprehensive approach to address all financial needs of the family office and associated entities.

Responsibilities

· The successful candidate will play a key role in creating the foundation for a sophisticated family office structure, including accounting, reporting, cash management, document organization, tax coordination, and advisor management.

· Assist in building Family Office Infrastructure.

· Establish accounting systems and procedures across all family entities.

· This is a hands-on role responsible for developing accounting processes, implementing reporting systems, organizing financial information across entities, and establishing best practices for family office operations.

· Create and maintain entity organizational charts and ownership structures.

· Develop a centralized financial reporting framework.

· Implement document management and record retention systems.

· Assist in evaluating and implementing family office technology platforms.

· Family Office Administration.

· Organize financial records and historical documentation.

· Establish chart of accounts and reporting standards.

· Perform month-end and year-end close procedures.

· Investment & Asset Reporting.

· Track private investments, and distributions.

· Maintain compliance calendars and filing requirements.

· Work closely with attorneys, insurance advisors, and investment professionals.

· Support future growth of the family office platform.

· Manage accounting for trusts, LLCs, investment entities, and personal assets.

Requirements:

· 8+ years in family office, private client, public accounting, private equity, or wealth management environments.

· Advanced Excel skills.

· Demonstrated experience building processes rather than simply maintaining existing ones.

· Experience with high-net-worth clients.

· Experience in working with QuickBooks and/or other accounting software.

· Familiarity with family office and reporting platforms.

·  Strong accounting and financial reporting expertise.