Family Office – Senior Accountant

Kitching Partners, LLC; Conshohocken (Montgomery County); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, Vision & Dental with premiums

PTO

Summer Hours

Job summary

Kitching Partners, LLC, based in Conshohocken, PA, is seeking a Senior Accountant to serve ultra-high net worth clients within a multi-family office framework. You will manage ledgers, prepare client reports, handle investment accounting, and collaborate with attorneys, tax professionals, and other advisors.

The ideal candidate has 5+ years of accounting experience, a Bachelor’s in Accounting, and familiarity with investments. Proficiency in QuickBooks and Excel is essential.

Qualifications

• 5+ years of accounting experience, preferably in a family office or professional services.
• Bachelor’s degree in Accounting is required.
• Familiarity with investments and strong Excel skills; QuickBooks experience a plus.

Responsibilities

• Maintain general ledgers for individuals, trusts, investment entities, and operating companies.
• Prepare monthly and quarterly client reporting packages and ad-hoc reports.
• Handle investment accounting and liquidity management.
• Coordinate with attorneys, tax advisors, and other professionals.
• Assist with cash flow and tax forecasting; support insurance needs.
• Reconcile balance sheet accounts and assist with financial planning.
• Support relationship managers and participate in special projects.

Skills

5+ years accounting experience

Familiarity with investments

Proficient in Excel

Education

Bachelor's in Accounting

Tools

QuickBooks

Excel

Job description

Our multi-family office services a select group of ultra-high net worth clients and we are looking for a Senior Accountant to join our team. This position will be responsible for serving our individual family clients, providing a unique opportunity to assist across several different areas as the needs of our wealthy clients expand beyond standard accounting support into investments, real assets, estate and insurance planning, philanthropic giving, and business consulting, among others. The successful candidate will help the Family Office team as we expand services to our existing clients and continue to grow. The Family Office team is responsible for maintaining financial records, preparing financial statements and reports, and reconciling accounts for our clients. The ideal candidate will have a strong understanding of accounting principles and be able to effectively communicate to both technical and non-technical stakeholders, ensuring accurate reporting and informed decision-making on behalf of our clients. We are looking for an individual who is organized, detail-oriented and has excellent problem-solving skills.

We have cultivated a team environment and we are seeking a candidate that shares our enthusiasm for working together towards a common goal. Our culture is important to us, we value collaborative interaction while also understanding each member of the team has their own individualized needs.

Responsibilities:

• Maintain general ledgers for individuals, trusts, investment entities, family partnerships, and operating companies
• Prepare monthly and quarterly client reporting package and ad-hoc reports
• Investment accounting
• Liquidity management
• Coordinating the advice and services from attorneys, tax accountants, and other professionals
• Assist with annual cash flow and tax forecasting process
• Assist with insurance needs and issues
• Facilitation/preparation of account paperwork for new banking and investment accounts
• Collection and organization of client's year-end tax and supporting documentation (1099s, K-1s etc)
• Trust administration in accordance with trust terms
• Support relationship managers
• Assist with financial planning and analysis
• Reconcile balance sheet accounts
• Special projects as required

Job Requirements:

• 5+ years of accounting experience
• Family Office experience a plus
• Bachelors in Accounting
• Familiarity with investments
• Experience with QuickBooks
• Proficient in Excel

Compensation Package:

Competitive salary based upon experience

Benefits Include:

• Medical, Vision & Dental with premiums covered 100% by employer for the employee
• PTO
• “Summer Hours” Memorial Day to Labor Day Fridays end at 3:00