Family Office – Senior Accountant

Kitching Partners, LLC; Conshohocken (Montgomery County); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical, Vision & Dental

PTO

Summer Hours

Job summary

Kitching Partners, LLC is seeking a Senior Accountant to support multi-family office services for UHNW clients. The role spans investment accounting, trust and tax coordination, and financial planning, with collaboration across attorneys, tax advisors, and other professionals.

You will maintain ledgers for individuals and entities, prepare client reports, and assist with cash flow forecasting while ensuring accurate, clear reporting for decision-makers.

Qualifications

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

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.
• Coordinate 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

Skills

Excel

Investments

QuickBooks

Education

Bachelor's in Accounting

Tools

QuickBooks

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