Senior Accountant, UHNW Family Office

Midwest Trust Company; Overland Park (KS); On-site; USD 80,000 - 120,000; Full time

Job summary

Midwest Family Office, a subsidiary of MTC Holding Corporation, seeks a Senior Accountant to deliver accurate accounting and financial reporting for UHNW families and their entities. You will manage day-to-day accounting, reconciliations, and consolidated reporting, supporting a dedicated client service team.

Reporting to the Director of Family Office Accounting, you will coordinate with tax advisors, investment professionals, and external accountants to ensure timely statements, strong

Qualifications

• Bachelor's degree in Accounting, Finance, or closely related field.
• 4–6 years of progressively responsible accounting experience, including financial reporting.
• Strong working knowledge of GAAP, financial statements, and month-end closing procedures.
• Experience managing accounting responsibilities for multiple entities or complex financial structures.
• Advanced proficiency in Microsoft Excel, including pivot tables and lookups.
• Proficiency with Sage and/or QuickBooks Desktop or Online.
• Demonstrated ability to manage multiple priorities independently while meeting deadlines.

Responsibilities

• Maintain accurate general ledgers and accounting records for UHNW clients and their affiliated entities.
• Prepare monthly, quarterly, and annual financial statements and supporting schedules.
• Execute month-end and year-end closing activities, including journal entries and reconciliations.
• Prepare consolidated financial reporting packages and intercompany reconciliations and eliminations.
• Monitor cash balances, liquidity, and cash flow forecasts across client accounts and entities.
• Coordinate with tax professionals and external auditors for filings and reviews.
• Support entity-level financial reporting and complex intercompany transactions.

Skills

GAAP knowledge

Financial reporting

Multi-entity accounting

Advanced Excel

Sage/QuickBooks

Education

Bachelor's degree in Accounting or Finance

Tools

Sage

QuickBooks

Job description

Midwest Family Office, a subsidiary of MTC Holding Corporation, seeks a Senior Accountant to deliver accurate accounting and financial reporting for UHNW families and their entities. You will manage day-to-day accounting, reconciliations, and consolidated reporting, supporting a dedicated client service team.

Reporting to the Director of Family Office Accounting, you will coordinate with tax advisors, investment professionals, and external accountants to ensure timely statements, strong