Senior Accountant — Single-Family Office

Atlas Search; New York (NY); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health insurance

401(k)

Comprehensive benefits

Job summary

Atlas Search in Midtown Manhattan is seeking a Senior Accountant to oversee 300+ entities across partnerships, trusts, operating companies, charitable entities and real estate in a sophisticated single-family office setting. The ideal candidate has 6+ years as a primary accountant for multiple entities, strong Excel skills, and experience with partnership accounting and foundation compliance.

Archway familiarity and CPA are a plus; compensation is competitive with a comprehensive benefits

Qualifications

• 6+ years as primary accountant across multiple entities, including foundations
• Strong Excel skills and ability to perform complex reconciliations and analyses
• Familiarity with partnership accounting and private foundation accounting is a plus

Responsibilities

• Bank reconciliations for multiple entities (bank, brokerage, investment accounts)
• Capital call calculations and handling member contributions/distributions
• Cash flow analysis and forecasting
• Wire preparation with supporting documentation
• K-1 and tax workpapers for partnerships, trusts, and foundations
• Foundation-specific compliance support (grant tracking, distributions, Form 990-PF)

Skills

Excel

Partnership accounting

Family office experience

Education

CPA certification (preferred)

Tools

Archway

Job description

Senior Accountant — Single-Family Office (Midtown Manhattan, Full-Time)

Join a multi-generational single-family office based in Midtown Manhattan. The senior accountant will oversee a diverse portfolio of 300+ entities — partnerships, trusts, operating companies, charitable entities, and real estate. The ideal candidate has 6+ years of experience serving as a primary accountant across multiple entities, including a large affiliated foundation.

The role covers:

• Bank, brokerage, and investment account reconciliations
• Capital call calculations and member contributions/distributions
• Cash flow analysis
• Wire preparation with supporting documentation
• K-1 and tax workpaper prep for partnerships, trusts, and foundations
• Foundation-specific compliance support (grant tracking, minimum distribution requirements, Form 990-PF)

Strong fit for candidates with progressive accounting experience in a family office, private foundation, private equity, or high-net-worth setting — ideally someone who has served as a primary or lead accountant for a family office before. Working knowledge of partnership accounting (capital accounts, K-1 allocations, capital calls/distributions) is required; familiarity with private foundation accounting and compliance is a plus.

CPA is a plus but not required; experience with Archway is preferred, along with strong Excel skills (formula-driven reconciliation and analysis). Compensation is competitive and commensurate with experience, with a comprehensive benefits package (health, dental, 401(k), Money Purchase Plan) and a collegial, professional office environment offering exposure to a sophisticated range of asset classes and financial structures.