Family Office Accountant

Greenwood Gearhart is a premier registered investment advisory (RIA) firm committed to delivering personalized, fiduciary-driven wealth management services to individuals, families, and institutional clients. We provide comprehensive financial planning, investment management, and advisory solutions, grounded in the highest standards of integrity, professionalism, and client care. We currently serve over 1,100 families with $2.2 billion in assets under management.Role OverviewTeam: AccountingReports To: Rachel Proctor, CPA – Director, AccountingWe are seeking a dynamic accounting professional to join our Family Office team, exclusively supporting a select group of ultra-high-net-worth families and their operations. This position is ideal for an individual with strong general ledger and financial reporting expertise, who values financial integrity and discretion as a trusted steward of critical financial information.ResponsibilitiesTreasury & Cash ManagementMonitor daily cash activity and balances across multiple accounts and operating entitiesCoordinate payments, transfers, and funding activity in accordance with internal controls and proceduresSupport cash forecasting and short-term liquidity planningReview and approval of payroll prior to submission for processingMaintain complete and organized documentation related to cash movement and banking activity in accordance with policy requirementsGeneral Ledger & Period CloseOversee general ledger integrity and consistent application of accounting principlesEnsure appropriate account classifications, journal entries, and adjustmentsVerify transactions are recorded timely and accurately, proactively identifying and resolving discrepanciesMaintain supporting schedules and documentation for key accounts and transactionsIndependently manage month-end close process across multiple related entitiesPerform monthly reconciliations and standard adjusting entriesEnsure proper cutoff, completeness, and accuracy of transactions and financial dataPrepare routine financial reports and supporting schedules for client and dedicated team of advisors, as well as external professionalsEnsure financial records are accurate, consistent, and reliable for decision-making and compliance purposesSupport external reporting requirements through well-organized documentation and strong client/entity-specific knowledgeManage issuance of Tax Forms 1099 for applicable service providers on an annual basisOversee annual franchise tax filing and payment across all entitiesWork closely with external tax return preparers to procure and provide required tax documents and collaborate on tax projections and paymentsProcess Oversight & Professional JudgmentExercise professional judgment, identifying complex or non-routine matters and escalating appropriatelyServe as a trusted point of contact for accounting questions within assigned areasAnalyze trends and variances, investigating and providing explanations when appropriateOwn day-to-day accounting workflows and checklists, ensuring adherence to established policies and internal controlsIdentify deficiencies or risks and propose solutions where applicableQualifications5+ years of progressive accounting or bookkeeping experienceStrong understanding of general ledger accounting and financial reportingDemonstrated ability to work independently and manage recurring deadlinesHigh attention to detail with strong organizational skills and commitment to excellenceProficiency in Microsoft Office productsPreferredCertified Public Accountant (CPA)Multi-family office or single-family office accounting experiencePrior experience in a client-facing or advisory-oriented accounting roleJ-18808-Ljbffr