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Accountant

Premier Financial Search

We are seeking a detail-oriented and adaptable Accountant to join our family office accounting team. This role will support the day-to-day accounting, reporting, cash management, and financial operations of a complex family office structure that includes personal, investment, and entity-level accounting. With a lean three-person accounting team, this position requires a hands‑on professional who is comfortable wearing multiple hats, managing competing priorities, and working collaboratively in a highly confidential environment. Key Responsibilities Maintain general ledger and prepare journal entries Perform monthly, quarterly, and annual account reconciliations Prepare financial statements and internal reports for family members and management Assist with month‑end and year‑end close processes Track and record investment activity, capital calls, distributions, and partnership allocations Cash Management Process accounts payable and oversee bill payments Monitor bank accounts and cash balances Prepare wire transfers and ACH transactions Assist with cash flow forecasting and liquidity planning Entity & Investment Accounting Maintain accounting records for trusts, LLCs, partnerships, and other family entities Reconcile brokerage and investment accounts Coordinate with external investment advisors and custodians Track ownership structures and intercompany transactions Special Projects Assist with process improvements and system enhancements Support family office initiatives, acquisitions, and ad hoc financial analyses Participate in projects related to estate planning, philanthropy, and family investments Qualifications Bachelor's degree in Accounting or Finance 3+ years of accounting experience Strong Excel skills and proficiency with accounting software Ability to manage confidential information with discretion Compensation Competitive compensation commensurate with experience, along with the opportunity to grow within a collaborative and forward-thinking environment. #J-18808-Ljbffr Premier Financial Search

Vacancy posted 4 days ago
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