Senior Accountant - Single Family Office

Confidential; Hermosa Beach (CA); Hybrid; USD 70.000 - 90.000; Vollzeit

Zusammenfassung

Confidential is seeking a Senior Accountant for their single family office in Hermosa Beach, California. The ideal candidate will have strong technical accounting skills, a minimum of 2 years of relevant experience, and a Bachelor’s degree in Accounting or Finance. This full-time, hybrid position offers competitive compensation and the opportunity to work in a close-knit team environment.

The Senior Accountant will be responsible for book maintenance, financial reporting, and tax compliance while supporting a private equity founder and CEO.

Qualifikationen

• Bachelor’s degree in Accounting or Finance required.
• Minimum of 2 years of relevant accounting or finance experience.
• CPA certification or active CPA candidate strongly preferred.

Aufgaben

• Maintain accurate books and records for the family office.
• Process accounts payable and manage vendor relationships.
• Prepare monthly, quarterly, and annual financial reporting packages.

Kenntnisse

Accounting principles

Microsoft Excel

QuickBooks

Interpersonal skills

Analytical skills

Ausbildung

Bachelor's degree in Accounting or Finance

Tools

QuickBooks

Jobbeschreibung

Senior Accountant – Single Family Office

Position Overview

This is an exceptional opportunity for a detail-oriented accounting professional with an interest in the family office industry. The Senior Accountant will join a boutique, single family office with a small, close-knit team supporting a private equity founder and CEO. The role reports to an experienced family office employee and offers direct exposure to a broad range of accounting, reporting, and real estate responsibilities. The ideal candidate brings strong technical accounting skills, a high degree of discretion, and the ability to manage a varied workload in a lean, entrepreneurial environment.

Responsibilities

Specific responsibilities will include, but are not limited to:

Accounting, Bookkeeping & Accounts Payable

• Maintain accurate books and records for the family office and related domestic entities
• Process accounts payable, manage vendor relationships, and ensure timely payments
• Reconcile and maintain general ledger accounts on an ongoing basis
• Prepare detailed cash activity schedules and monitor cash balances across accounts
• Support and manage the month-end close process
• Prepare monthly, quarterly, and annual financial reporting packages
• Maintain organized financial records and documentation to support internal reporting and external reviews

Tax Compliance & Advisory Coordination

• Prepare and track quarterly estimated tax payments
• Coordinate with external tax CPAs on the preparation and filing of multiple business and entity returns, including partnerships, LLCs, and other related structures
• Liaise with external advisors including CPAs, bankers, insurance brokers, and private foundation advisors to ensure timely information flow and deliverables
• Coordinate day-to-day operations with property managers, including rent collection, operating expense reviews, and lease administration
• Work with real estate brokers on leasing activity, vacancy management, and related transactions
• Manage relationships with general contractors for tenant improvements (TI) and construction projects, including invoice review and budget tracking

General

• Identify and implement improvements to financial procedures and workflows, including the integration of AI tools to enhance efficiency
• Support special projects and ad hoc analyses as directed
• Maintain the highest level of confidentiality with respect to family and financial affairs

Qualifications & Skills

• Bachelor’s degree in Accounting or Finance required
• Minimum of 2 years of relevant accounting or finance experience; experience in a family office, private equity firm, or public accounting is preferred
• CPA certification or active CPA candidate strongly preferred
• Experience with QuickBooks and/or other accounting software; familiarity with payables
• Advanced proficiency with Microsoft Excel
• Strong knowledge of GAAP and general accounting principles
• Experience with real estate accounting or property-level financial management is a plus
• Self-starter with the ability to work independently, stay organized, and effectively prioritize competing tasks in a small-team environment
• Excellent analytical and organizational skills
• Strong interpersonal and communication skills; ability to work effectively with external advisors and vendors
• High degree of integrity, professionalism, and discretion

This is a full-time, hybrid position based in Hermosa Beach, California. Compensation is competitive and commensurate with experience. The role offers the opportunity to work in a high-trust, boutique environment with direct access to experienced family office leadership.