Senior Accountant (Family Office)
Confidential
A multi-generational single family office overseeing 300+ entities — partnerships, trusts, operating companies, charitable entities, and real estate — is seeking a Senior Accountant to serve as a primary accountant across its portfolio, including a large affiliated foundation. This is a high-visibility role for someone who thrives managing complexity across multiple entities in a fast-paced, detail-driven environment. Key Responsibilities Serve as primary accountant for the family office and its foundation, managing day-to-day bookkeeping, reporting, and compliance Perform monthly reconciliations across bank, brokerage, and investment accounts Prepare and route wire transfers with proper supporting documentation, including foundation grants and distributions (tracking against annual minimum distribution requirements) Calculate capital calls and member contributions/distributions across partnership and LLC structures Analyze cash flow and liquidity to support upcoming investments and spending needs Enter/reconcile K-1s and prepare tax workpapers for partnerships, trusts, and foundations Maintain audit-ready documentation and support foundation compliance (grant tracking, Form 990-PF support) Identify and elevate discrepancies or process gaps; support workflow standardization Partner closely with the CFO, Controller, and external tax/legal advisors Qualifications Bachelor's degree in Accounting, Finance, or related field; CPA a plus 6+ years progressive accounting experience; family office, private foundation, private equity, or HNW experience strongly preferred Prior experience as primary/lead accountant for a family office strongly preferred Strong grasp of partnership accounting (capital accounts, K-1 allocations, capital calls/distributions) Familiarity with private foundation accounting a plus Archway experience preferred; advanced Excel skills High discretion, strong organizational skills, and ability to work independently across multiple entities #J-18808-Ljbffr Confidential
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- The Quest Organization is seeking a Senior Accountant to join its single family office team, supporting investments, real estate holdings, trusts, and affiliated entities. The role blends accounting, cash management, tax coordination, and investment reporting. You will...Work at officeSenior
- Senior Accountant - Single Family Office We are seeking a Senior Accountant to join a well‑established single family office supporting a diverse portfolio of investments, real estate holdings, trusts, and affiliated entities. This role is ideal for an accounting professional...Work at officeSenior
$100k - $150k
Company Overview A private family office managing the financial affairs and investments of a high‑net‑worth individual is seeking a Senior Accountant. The role involves comprehensive accounting and reporting tasks for family office entities and the owners. Job Responsibilities...Work at officeSenior$120k - $135k
...with your recruiter to learn more. Base pay range $120,000.00/yr - $135,000.00/yr One of the top philanthropic families in NYC is seeking a Senior Accountant to assist with the family’s personal accounting and taxes. Responsibilities: Maintain accurate general ledger records...Work at officeSeniorFull timeRemote work$120k - $140k
...high-net-worth individuals and families? This Jobot Job is hosted by:... ...wealth management and family office firm serving high-net-worth... ...us? Unlike traditional public accounting environments, this role... ...development Job Details The Senior Tax Associate will play a key...Work at officeSeniorFor contractorsLocal areaFlexible hours- ...Description Job Description Most Senior Tax roles have you preparing... ...-net-worth individuals and families, working across tax planning,... ...for: ~5–7 years of public accounting or wealth management tax... ...worth individuals and family offices ~ Bachelor's degree in Accounting...Work at officeSenior
- ...various entities, working closely with senior leadership and external advisors. The ideal... ...experience in tax compliance within a family office or investment firm and possess strong... ...skills. Proficiency in relevant accounting software is required for this high-performing...Work at officeSenior
- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings... ..., and collaborate with a small team to deliver integrated family office services. The role emphasizes attention to detail, strong...Work at officeSenior
- ...Services LLC in New York seeks a tax professional with 4-6 years of experience in tax or family office practice, emphasis on individual and fiduciary matters. A Bachelor's in accounting is required, with CPA or MS in Taxation considered a plus. Proficiency in tax software...Work at officeSenior
- ...and advisory firm is looking to add a Senior Associate to its New York team. This is... ...tax matters Gain exposure to forensic accounting and financial work related to matrimonial... ...public accounting, wealth management, or a family office environment Strong experience preparing...Work at officeSenior
$120k
...Job Description Job Description Senior Accountant Brooklyn, NY | Full-time | Onsite $120K DOE Position Overview A growing family office is seeking a Senior Accountant to manage accounting and financial reporting across real estate holdings, trusts, and investment...Work at officeSeniorFull time$83k - $138k
...with ASC 606Serve as a technical revenue accounting subject matter expert, researching and... ...related field Experience with Microsoft Office, including advanced Excel skillsProficiency... ...when you need it. We offer you and your family voluntary healthcare coverage in...Work at officeSeniorFull timeLocal areaImmediate startRemote workWorldwideVisa sponsorshipFlexible hours- ...is a well-established public accounting firm located on Fifth Avenue... ...base, including individuals, families, estates and trusts, and businesses... .... We are currently seeking a Senior Tax Accountant to join our... ...hybrid position requires in-office presence three days per week...Work at officeSeniorFull time3 days per week
$29.35 - $39.75 per hour
...Overtime as needed. Job Summary: The Senior Staff Accountant ensures accurate and timely financial... ...Microsoft Excel and Word, as well as general office skills. Must be able to read and write... ...can take care of yourself and your family. Liberty offers eligible team members...Work at officeSeniorHourly payFull timeWork experience placementMonday to Friday$82k - $92k
...Senior Accountant At NCheng, our Senior Accountants play a leadership role in our day-to-day... ...Hybrid Schedule: 3 days in our NYC office Medical, Dental, Vision, Life Insurance... ...Paid Time Off, Paid Holidays, Paid Family Leave, Paid Parental Leave, and Sick Time...Work at officeSeniorLocal area3 days per week$135k - $175k
...source the most suitable Project Management and Project Accounting… This Manhattan-based, family office-backed residential developer has an established and... ...the boroughs. They are currently looking for a Senior Development/Project Accountant to join their New York...Work at officeSeniorFull time$110k - $130k
Location: Midtown, NYC - (fully in office) Comp: $110-$130K + Bonus Dynamic NYC based Family office and Real Estate firm seeks an new Property Accountant to join their Team!! Responsibilities Support Month & Year-End closings & Financial Reporting Monthly and quarterly...Work at officeSenior- ...transforming the lives of children and families struggling with mental health and... ...Sponsored Programs Operations. As the Senior Sponsored Projects Accountant you will play a key role supporting... ...of four (4) days per week in the office, on a schedule determined by your supervisor...Work at officeSeniorFull timeWork experience placement
$75k - $110k
...communities and the wider world. Role Senior Investment Accountant in our Warren, New Jersey... ...where you are required to be in the office three days a week and the remaining days... ...marital status, civil union status, family or parental status, veteran status, or...Work at officeSeniorFull timeWork experience placementLocal areaRemote workWork from home3 days per week- Our Family Office client is seeking a Senior Tax Accountant is responsible for the preparation and review of various reports in support of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections and tax research. . Primary...Work at officeSenior
$85k - $95k
...is a multi-disciplinary defense office representing low-income New Yorkers in criminal, family, immigration, and civil legal... ...BDS’s financial and management accounting, the Finance unit is responsible... ...the Assistant Controller, the Senior Accountant supports the Assistant...Work at officeSeniorFull timeContract workTemporary workMonday to FridayFlexible hours$200k - $250k
Senior Tax Accountant - Single Family Office New York City | $200K-$250K+ base | Hybrid: 3 days in office (T-Th) A sophisticated New York-based single family office is seeking a Senior Tax Accountant to work closely with the Tax Director and CFO. This is a high‑visibility...Work at officeSenior- ...Seamen's Society for Children and Families ("Seamen’s Society”) was one... ...-oriented and proactive accounting professional to join our team... ...Advanced proficiency in Microsoft Office suite (Excel, Word,... ...· A minimum of 5 years of senior level accounting experience required...Work at officeSeniorFor subcontractorSummer workInternshipLocal areaFlexible hours
- Large Family Office in New York, NY is seeking a Senior Accountant for a full-time position! Responsibilities Perform daily bookkeeping activities for multiple individuals, trusts and legal entities, including transaction entries and reconciliations Initiate and process...Work at officeSeniorFull time
$79.5k - $110k
...Location : This is a hybrid remote/in-office role. Medidata follows a hybrid office... ...@Medidata. About the Team: The Senior Accountant, Revenue is a key individual... ...identity, gender expression, marital status, familial status, national origin, ancestry, age,...Work at officeSeniorHourly payOngoing contractContract workLocal areaRemote workFlexible hours$96.88k - $127.15k
...Senior Tax Accountant New York, New York, United States Hi, we're Oscar. We're hiring an Associate... ...—one that behaves like a doctor in the family. About the Role The Tax Associate... ...This position is based in our NYC office, requiring a hybrid work schedule with...Work at officeSeniorFull timeLocal areaFlexible hours$80k - $95k
...Senior Accountant Operations | Method Communications Work Arrangement This hybrid role requires in-office presence at one of Method's locations (San Francisco, Salt Lake City... ...sessions per issue per year ~ Paid Family Leave ~$500 annual wellness...Work at officeSeniorWork experience placementLocal areaRemote workRelocation2 days per week$93.6k - $128.5k
...success!The RoleWe are seeking a Senior Associate to join our team,... ...for researching complex accounting issues, developing and maintaining... ...platforms, and Microsoft Office applicationsStrong team player... ...Benefits: Employees (and their families) are eligible for medical,...Work at officeSeniorFull timeContract workH1bLocal areaWork visa
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