Senior Accountant - High Net Worth/Family Office

Sensiba LLP; United States; Hybrid; USD 76,000 - 116,000; Full time

Benefits offered by this job

Comprehensive Health Coverage

401(k) with match

Generous Paid Time Off

Hybrid or remote options

Discretionary bonuses

Tuition reimbursement

Career growth and internal mobility

DEI initiatives

Job summary

Sensiba LLP is seeking a Senior Accountant for High Net Worth/Family Office in the United States. You will oversee full-cycle accounting for multiple clients including individuals, trusts, and real estate entities, deliver financial reporting, and liaise with advisors. Expertise in Sage Intacct, QuickBooks Online, and BILL is preferred.

You will guide month-end close, manage cash flow, and help implement cloud accounting platforms while maintaining high client satisfaction and accuracy.

Qualifications

• Bachelor's degree in accounting or finance is required.
• Minimum five years of accounting experience, preferably outsourced.
• Experience with high-net-worth/family office, real estate, or investment entities is preferred.
• Strong knowledge of U.S. GAAP and multi-entity accounting.

Responsibilities

• Manage full-cycle accounting for multiple clients (individuals, trusts, LLCs, real estate entities).
• Record, post, and adjust journal entries; perform reconciliations for bank, credit card, and investments.
• Oversee accounts payable/receivable processes and vendor payments.
• Prepare monthly management reports and financial statements for various structures.
• Implement and support Sage Intacct, QuickBooks Online, BILL and related cloud platforms.
• Coordinate with clients and advisors to deliver high-quality service.

Skills

Client service mindset

Communication

Multi-entity accounting

U.S. GAAP

Detail-oriented

Education

Bachelor's Degree in Accounting or Finance

Tools

Sage Intacct

QuickBooks Online

BILL

Expense management software

Microsoft Office

Job description

Senior Accountant - High Net Worth/Family Office

Department: Consulting

Employment Type: Full Time

Location: United States

Reporting To: Kathryn Edgecombe

Compensation: $76,000 - $116,000 / year

Description

The Senior Accountant is responsible for the full spectrum of outsourced accounting services to our clients, delivering high quality accounting, reporting, and advisory support for high net worth families, private real estate entities, investment entities, and related complex ownership structures. This role is ideal for a detail oriented, client focused professional with strong technical accounting skills and deep familiarity with real estate operations, family office structures, and multi entity environments.

You will oversee day to day accounting, support financial reporting cycles, coordinate with internal and external advisors, and contribute to a best in class client experience.

Our Senior Accountant communicates directly with clients and provides transactional, close and reporting services as required by each engagement. This position is also responsible for guiding clients through the implementation of Sage Intacct, QuickBooks Online, BILL and other cloud platforms as needed.

Key Responsibilities

• Manage full-cycle accounting for multiple clients, including individuals, trusts, family partnerships, LLCs, and real estate entities (operating, development, investment).
• Record financial transactions accurately and timely for multiple clients.
• Process vendor bills and invoices and execute payments using appropriate payment platforms.
• Perform bank reconciliations to ensure accuracy between bank records and company accounts; reconcile payroll transactions and other balance sheet accounts.
• Develop and execute an agreed upon close schedule for each assigned client.
• Prepare and post journal entries, including accruals, amortizations, and prepaid adjustments in accordance with U.S. GAAP reporting standards.
• Manage accounts receivable processes, including invoicing and payment tracking.
• Maintain clear, organized documentation of accounting procedures and work performed.
• Prepare initial draft monthly management reporting packages for client manager review.
• Prepare monthly, quarterly, and annual financial statements for individuals, entities, and consolidated structures.
• Maintain accurate books and records, including cost basis for properties, capital accounts, and inter-company transactions.
• Monitor property-level accounting activities such as rent rolls, CAM reconciliations, loan schedules, project draws, and property-specific accruals.
• Track budgets, cash flow, liquidity needs, and financial performance for family office clients.
• Implement, optimise and support Sage Intacct, QuickBooks Online, BILL, and related cloud platforms; assist with on-boarding new clients.
• Escalate issues to consulting management in a timely and complete manner.
• Collaborate closely with internal team members and external advisors to deliver client solutions.
• Provide assistance to team members as needed to contribute to a collaborative and high-performing environment.

Skills, Knowledge and Expertise

• Bachelor's Degree required, in Accounting or Finance preferred.
• Minimum of five (5) years of experience in accounting-related roles, preferably within an outsourced accounting environment.
• Industry experience aligned with high-net-worth individuals, family offices, real estate, or investment entities is strongly preferred.
• Strong understanding of U.S. GAAP and accounting for complex, multi-entity structures.
• Proficiency in Sage Intacct, QuickBooks Online, BILL, expense management software, and Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Applicable industry experience to the client base being supported is preferred.
• Experience with federal, state, and local state compliance is preferred.
• Experience with implementing and on-boarding new clients.
• Experience managing full-cycle accounting and month-end close processes.
• Ability to prepare and review journal entries, general ledger reconciliations, and month-end close packages.
• Demonstrated experience reconciling bank, credit card, and investment accounts across multiple entities.
• Strong analytical and problem-solving skills with the ability to translate complex information into actionable solutions.
• Strong attention to detail, organization, and accuracy skills.
• Self-motivated and adaptable in a fast-paced, client-driven environment.
• Excellent communication and collaboration skills, with a strong client service mindset.
• Ability to actively engage with client management to resolve issues and deliver effective solutions.
• Commitment to staying current on technical accounting standards and industry developments.
• Proven ability to maintain high levels of client satisfaction that meet firm standards.
• Professional proficiency in written and spoken English, including the ability to communicate clearly and effectively with clients, colleagues, and leadership.

Compensation & Benefits

This role offers a competitive base salary along with a comprehensive benefits package. Salary ranges for U.S.-based positions are determined by geographic location and fall into one of three pay zones, which reflect the cost of labor in that area. The anticipated salary ranges for this position are outlined below and are subject to change:

• $76,000 - $116,000

When determining compensation, we consider a variety of factors such as a candidate’s professional experience, skills, and qualifications. Please note that final offer amounts may vary from the ranges listed above and may be adjusted over time.

There are many reasons to join the Sensiba team: generous benefits, competitive compensation, professional advancement opportunities, and above all - our people. If you’re looking for an environment that offers you growth, success, and professionalism without compromising your family, passions, and life outside of work.

• Comprehensive Health Coverage - Medical, dental, and vision.
• Retirement & Financial Planning Support - 401(k) with match, financial wellness programs.
• Generous Paid Time Off - Vacation, sick time, holidays, parental leave and volunteer days.
• Flexible Work Arrangements - Hybrid or remote options, flexible hours.
• Performance-Based Bonus - Recognition for your contributions through discretionary bonuses.
• Professional Development Opportunities - Tuition reimbursement, certifications, mentorship.
• Career Growth & Internal Mobility - Clear paths for advancement and role transitions.
• Inclusive & Supportive Culture - DEI initiatives, employee resource groups, wellness programs.