Senior Accountant

This range is provided by Inservio NY. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $80,000.00/yr - $110,000.00/yr Direct message the job poster from Inservio NY House Manager | Executive Personal Assistant | Chief of Staff Title: Senior Accountant Location: Overland Park or Remote Reports To: Chief Financial Officer Type: Full-time Company Overview: We are a small, fast-paced single-family office supporting a New York-based serial entrepreneur with diverse investments and businesses in the finance and technology sectors. Our mission is to manage the financial affairs of the principal with precision, discretion, and a high degree of care. We are seeking a hands-on Senior Accountant who thrives in a dynamic environment and is eager to contribute to high-impact financial operations across entities and investments. Role Summary: As the Senior Accountant, you will work directly with the CFO to maintain accurate financial records, support the preparation of consolidated financial statements, and ensure tax and regulatory compliance across a portfolio of entities. You will play a critical role in building and maintaining financial reporting infrastructure and serve as a key liaison with external vendors, financial advisors, and the family office’s external bookkeeper. Key Responsibilities: 1. Accounting and Financial Reporting Assist with monthly close for 12+ entities (LLCs, investment vehicles, operating companies) Maintain general ledger accuracy and integrity across entities Support consolidation of financials into monthly and quarterly reporting packages Prepare personal financial statements under the direction of the CFO Conduct variance analysis and reconcile intercompany transactions Supervise and review the work of an external bookkeeper Transition external bookkeeper responsibilities to in-house Ensure timely and accurate accounts payable/receivable processing Maintain updated and structured QuickBooks chart of accounts 3. Tax Coordination and Compliance Support preparation and filing of quarterly tax estimates and year-end documents Coordinate with outside CPAs to ensure timely tax filings and compliance Track charitable donations, trust distributions, and other tax-advantaged activity 4. Investment & Treasury Support Assist in compiling investment performance data across accounts and custodians Help maintain cash flow forecasting models and liquidity dashboards Coordinate with private banking teams for wires, transfers, and account maintenance 5. Operational Projects Support reporting needs related to family trusts, construction budgets, and insurance Required Qualifications Bachelor’s degree in Accounting or Finance (CPA preferred) 5+ years of progressive accounting experience (private company or family office preferred) Strong understanding of GAAP and financial statement preparation Experience with multi-entity environments and consolidations Proficiency in QuickBooks Online, spreadsheets (Excel / Google Sheets), and GSuite (Drive, Gmail, etc.); familiarity with investment account reporting High degree of discretion and ability to maintain confidentiality Preferred Attributes Experience with high-net-worth individuals, family offices or privately held businesses Comfortable in an entrepreneurial, informal, and responsive environment Strong communication and organizational skills Solutions-oriented, with the ability to work independently and proactively Willingness to be flexible and “pitch in” on special projects as needed Competitive salary ($85,000 – $110,000, commensurate with experience) Medical, dental, and vision coverage Flexible hybrid or remote work environment Opportunity to grow with a highly entrepreneurial family office Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Accounting/Auditing and Finance Industries Consumer Services Referrals increase your chances of interviewing at Inservio NY by 2x Inferred from the description for this job Medical insurance Vision insurance Get notified when a new job is posted. 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Kansas City Metropolitan Area 2 weeks ago Kansas City Metropolitan Area 3 weeks ago Grandview, MO $80,000.00-$100,000.00 4 days ago Kansas City, MO $80,000.00-$90,000.00 2 weeks ago Kansas City Metropolitan Area 3 weeks ago Kansas City Metropolitan Area $80,000.00-$100,000.00 4 days ago Kansas City Metropolitan Area 2 weeks ago Overland Park, KS $80,000.00-$100,000.00 3 weeks ago Leawood, KS $85,000.00-$120,000.00 1 week ago Overland Park, KS $80,000.00-$100,000.00 3 months ago Kansas City Metropolitan Area 2 weeks ago Kansas City Metropolitan Area 2 weeks ago Kansas City Metropolitan Area 2 weeks ago Kansas City Metropolitan Area $110,000.00-$125,000.00 2 weeks ago Overland Park, KS $90,000.00-$105,000.00 2 days ago Kansas City Metropolitan Area $115,000.00-$135,000.00 2 months ago Kansas City Metropolitan Area 2 weeks ago St Joseph, MO $70,000.00-$75,000.00 1 month ago Kansas City, MO $70,000.00-$85,000.00 2 months ago Overland Park, KS $80,000.00-$100,000.00 2 weeks ago Kansas City Metropolitan Area $65,000.00-$85,000.00 6 days ago We’re unlocking community knowledge in a new way. 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