CGP: Staff Accountant

Job Responsibilities

• Review and oversee cash management for family and related entities to ensure accuracy and timeliness.
• Develop and maintain budgets for personal and related activities while monitoring variances.
• Maintain accurate financial records, including accounts payable, accounts receivable, and general ledger entries.
• Prepare financial statements, cash flow reports, and variance analyses for management review.
• Coordinate payroll processing, employee benefits, and compliance filings such as Forms 1099 and tax reports.

• Demonstrate proficiency in Microsoft Word and Excel for financial reporting and analysis.
• Communicate effectively with household personnel, vendors, and external advisors to resolve issues promptly.
• Apply strong organizational skills to manage multiple priorities and maintain accurate documentation.
• Handle confidential documents and sensitive financial data with discretion and professionalism.
• Collaborate with legal and tax advisors to ensure compliance with applicable regulations.

• A Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• 5+ years of experience in personal or small business accounting or financial management.
• Show experience working with high-net-worth individuals and managing complex financial activities.
• Exhibit exceptional attention to detail and accuracy in handling financial data.
• Display excellent interpersonal and communication skills for both inward and outward-facing interactions.