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Senior Accountant – Family Office Services
Family Office Resource Group
68d ago
0FinanceUSjobspy_indeed
remoteindeed
Job Description
**SENIOR ACCOUNTANT – FAMILY OFFICE SERVICES**
**Location:** Remote
**Compensation:** Competitive salary based on experience, plus comprehensive benefits and 401(k)
**Employment Type:** Full\-Time
**Position Summary**
Family Office Growth Partners is seeking a highly experienced Senior Accountant – Family Office Services to join our growing family office platform. Working under the strategic leadership and operational oversight of the President \& Chief Operating Officer, and in collaboration with the assigned Managing Director – Family Office Services, where applicable, the Senior Accountant serves as the accounting and financial reporting leader supporting a portfolio of ultra\-high\-net\-worth families, trusts, privately held businesses, and complex ownership structures. The Senior Accountant partners closely with the assigned Client Engagement Manager, who serves as the primary client relationship manager, to deliver sophisticated accounting solutions and an exceptional client experience.
This is not a traditional corporate accounting or bookkeeping role. We are seeking a strategic accounting professional who understands the broader impact of financial activity on each client's tax planning, ownership structure, reporting objectives, and long\-term financial goals. The successful candidate exercises sound professional judgment, evaluates transactions beyond their accounting treatment, identifies planning opportunities, and collaborates with internal leadership and each client's trusted advisors to deliver proactive family office solutions.
The Senior Accountant also provides technical leadership and quality oversight for outsourced accounting resources, ensuring consistency, accuracy, and adherence to Family Office Growth Partners' accounting standards across every client engagement.
**Primary Responsibilities**
**Family Office Accounting**
* Manage the accounting and financial reporting for ultra\-high\-net\-worth individuals, families, trusts, partnerships, LLCs, foundations, privately held businesses, and other complex ownership structures.
* Maintain complete and accurate books and records across multiple sophisticated client engagements.
* Perform and oversee monthly, quarterly, and annual close processes.
* Prepare Balance Sheets, Income Statements, Cash Flow Statements, customized management reports, and consolidated financial reporting.
* Coordinate cash management, budgeting, forecasting, treasury activities, and financial analysis.
**Complex Accounting**
* Perform advanced account reconciliations across banking, brokerage, investment, loan, trust, and operating accounts.
* Reconcile intercompany transactions, shareholder loans, owner distributions, trust distributions, capital contributions, and transfers between related entities.
* Design, improve, and maintain customized charts of accounts that produce meaningful financial reporting while supporting tax preparation.
* Evaluate each financial transaction to ensure app
