Family Office Senior Accountant
ABOUT US
We are a privately operated family office overseeing a long-term global portfolio; operating companies, family trusts, and evergreen investment holding structures across the U.S. and India. Our work is defined by long horizons, careful stewardship, and a deep operating culture.All candidates should make sure to read the following job description and information carefully before applying.THE ROLE
We are hiring a Senior Accountant to take meaningful ownership over the day-to-day accounting function across our family of entities. You will be the operator who keeps the books accurate, audit-ready, and intelligible, working with external CPA and tax advisors, and trusted with full visibility into the financial picture of the office.
WHAT YOU'LL OWN
Multi-entity books. Maintain accurate accounting records across operating companies, holding LLCs, and trust structures, each with its own bank accounts, filings, and stakeholders.
Monthly close and reconciliations. Drive a clean, repeatable monthly close across entities and lead reconciliations end to end.
Prepare financial statements and internal reporting for the principal, surfacing the things we should be paying attention to.
Manage payables, expense tracking, and payment processing. Support cash positioning across entities.
Be the day-to-day point of contact with our external CPAs, tax advisors, and auditors on filings, support requests, and reporting cycles.
Identify and implement improvements: better workflows, cleaner documentation, smarter use of tools. We expect this seat to make the function better than they found it.
AI-enabled workflows. You'll work alongside AI tools for reporting and analysis, and help shape how we use them.
WHAT WE'RE LOOKING FOR
7+ years of progressive accounting experience, with a clear arc of increasing responsibility
CPA designation, or actively pursuing
Bachelor's in accounting
Experience across multiple entities, investment structures, or trusts. Public accounting candidates with relevant client exposure are strongly encouraged to apply
Strong proficiency in QuickBooks or comparable systems; comfort across Microsoft Office and Google Workspace
Genuine comfort and openness to learn about AI tools. We work with these tools daily and expect you to lean into them.
Excellent communication
The judgment, discretion, and mature professionalism the role demands. xywuqvp This is a high-trust seat.
WORK STRUCTURE
Full-time position
Hybrid schedule with regular in-office presence
Candidates located nearby with reliable transportation preferred
$100,000-$130,000 compensation package, dependent on CPA designation and experience
Discretionary annual bonus of up to 10%