Senior Accountant - Single Family Office

Confidential; Hermosa Beach (CA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

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

Skills

Accounting principles

Microsoft Excel

QuickBooks

Interpersonal skills

Analytical skills

Education

Bachelor's degree in Accounting or Finance

Tools

QuickBooks

Job description

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.