Senior Accountant

About the Role

We are seeking a highly organized, detail-oriented, and adaptable individual to join our team as an Experienced Accountant, while also acting as an office admin as needed. This is a dynamic role that requires someone who is proactive, discrete, and capable of juggling multiple priorities with a service-oriented mindset.

• Manage and maintain accurate general ledgers for various family entities (LLCs, trusts, investment accounts, etc.)
• Handle full-cycle bookkeeping: accounts payable/receivable, bank reconciliations, payroll coordination, and journal entries
• Prepare monthly, quarterly, and annual financial statements and reports
• Track personal and household expenses across multiple properties and entities
• Ensure proper documentation and compliance with internal controls and regulatory requirements
• Handle special projects such as property renovations, philanthropic giving, or asset acquisitions
• Help manage household and lifestyle logistics (vendors, appointments, special events)
• Maintain confidential files and sensitive information with the utmost discretion
• Provide occasional personal assistance to family members as needed

• Experience coordinating with attorneys, CPAs, and wealth advisors
• Background in personal finance management or household administration
• Prior work in a boutique or family office environment
• Familiarity with Quickbooks
• 4 year degree in Accounting or related field.