Senior Accountant- Family Office

Genuine Search Group; New York (NY); On-site; USD 120,000 - 135,000; Full time

Job summary

A leading philanthropic family in NYC is seeking a Senior Accountant to assist with personal accounting and taxes. Responsibilities include maintaining accurate records, preparing financial statements, and supporting cash flow management. The ideal candidate will hold a Bachelor’s degree in Accounting and have over 3 years of relevant experience.

Qualifications

• 3+ years of relevant experience required.
• Must be discreet and trustworthy with confidential information.
• Excellent organizational and communication skills; detail-oriented and proactive.

Responsibilities

• Maintain accurate general ledger records for multiple entities.
• Prepare monthly, quarterly, and annual financial statements.
• Support cash flow management and monitor liquidity across entities.
• Assist with budgeting, forecasting, and variance analysis.

Skills

Partnership and trust accounting

Investment reporting

GAAP

Microsoft Excel

Organizational skills

Communication skills

Education

Bachelor’s degree in Accounting or a related field

Job description

This range is provided by Genuine Search Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$120,000.00/yr - $135,000.00/yr

One of the top philanthropic families in NYC is seeking a Senior Accountant to assist with the family’s personal accounting and taxes.

Responsibilities:

• Maintain accurate general ledger records for multiple entities, including investment and bank accounts.
• Prepare monthly, quarterly, and annual financial statements and consolidated reports.
• Support cash flow management and monitor liquidity across entities.
• Reconcile bank and brokerage accounts, inter-company transactions, and investment activity.
• Assist with budgeting, forecasting, and variance analysis for entities and family member reporting.
• Help with investment performance tracking and accounting for various assets.
• Support compliance with internal controls and maintain documentation of accounting policies and procedures.
• Assist in estate planning and wealth transfer accounting as needed.
• Coordinate with legal, tax, investment advisors, and family members to ensure accurate financial reporting.

Qualifications:

• Bachelor’s degree in Accounting or a related field.
• 3+ years of relevant experience.
• Strong knowledge of partnership and trust accounting, investment reporting, and GAAP.
• Proficiency in Microsoft Excel.
• Discreet, trustworthy, and comfortable working with confidential information.
• Excellent organizational and communication skills; detail-oriented and proactive.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

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