Senior Accountant

Senior Accountant – Family Office

Robert Half Finance and Accounting and Kevin Sweet have partnered with a well-established and highly sophisticated Family Office that is seeking a Senior Accountant to support the accounting and financial reporting needs of one of its Founders. This role offers exposure to complex, multi-entity structures, investments, trusts, and philanthropic entities in a collaborative and high-trust environment.

This is an excellent opportunity for an accountant who enjoys ownership, variety of responsibilities, and working closely with senior leadership.

My client truly values and takes care of their employees, has excellent work-life balance, outstanding benefits, generous annual bonus and the opportunity to either work remote, hybrid or in office, your choice!

For additional information and consideration, please contact Kevin Sweet at 682-499-1182 or via email at Kevin.Sweet@RobertHalf.C0M

Position Overview

The Senior Accountant will take primary responsibility for multi-entity accounting functions, including the preparation of the Founder’s personal financial statements and accounting for investment partnerships, LLCs, trusts, and select nonprofit entities. The role also supports cash management, financial reporting, reconciliations, and special projects, while helping identify and implement process improvements.

The ideal candidate is proactive, detail-oriented, and comfortable managing multiple priorities in a fast-paced, multi-disciplined environment.

Key Responsibilities

• Prepare monthly and periodic financial statements, supporting schedules, and analyses
• Perform bank, brokerage, and general ledger account reconciliations
• Complete monthly close procedures and record journal entries
• Record investment valuations and asset acquisitions and dispositions
• Accumulate and organize data to support tax estimates and returns
• Lead annual budget preparation and perform budget-to-actual analyses
• Perform regular and ad-hoc financial analysis and customized reporting
• Assist with or lead special projects and management presentations
• Recommend and implement process, reporting, and technology improvements
• Interface with internal stakeholders and external advisors as needed

Why This Opportunity

• Direct exposure to complex investments and financial structures
• High level of ownership and autonomy
• Stable, long-term environment with an employee-first culture
• Opportunity to make meaningful process improvements
• Strong work-life balance compared to traditional accounting roles

Required Qualifications

• Bachelor’s degree in Accounting
• 3+ years of accounting experience, including financial statement preparation
• Strong Microsoft Excel skills and comfort learning new accounting systems
• Excellent written and verbal communication skills
• High level of initiative with the ability to operate beyond defined responsibilities
• Proven ability to manage multiple projects and meet deadlines
• Exceptional attention to detail, organization, and time management
• Ability to work independently (including remotely) and collaboratively
• Background in public accounting, family office, private equity, or financial services
• Experience with multi-tiered entity and partnership structures
• Exposure to nonprofit accounting is a plus

Month End Close, General Ledger, Journal Entries, Account Reconciliation, Bank Reconciliations, University Degree, CPA Track, CPA Eligible, CPA, Analyze Financial Statements, Financial Statement Preparation, Variance Analysis, Cash Flow Analysis, Cash Flow Forecasts