Senior Client Accountant - Family Office (UHNW)

Bridges Trust; Omaha (NE); On-site; USD 90,000 - 130,000; Full time

Job summary

Bridges Trust is seeking a Senior Client Accountant to provide treasury, bookkeeping, and financial reporting for ultra-high-net-worth families, trusts, and foundations. You will oversee core accounting processes, coordinate with external advisors, and deliver customized client reports.

The role supports growth within the Client Accounting team, sharing expertise to strengthen processes and scalable solutions across Family Office services.

Qualifications

• Bachelor's degree in accounting required.
• At least five years of corporate, partnership, trust, or family office accounting experience.
• Team-based with strong collaboration and communication skills.
• Ability to protect confidential information and exercise sound judgment.
• CPA or master's degree preferred.

Responsibilities

• Create and maintain general ledger accounts and financial reporting for ultra-high-net-worth families and related entities.
• Account for investments including equities, fixed income, private equity, real estate, and direct investments.
• Own core accounting processes: reconciliations, financial statement review, and month-end close.
• Coordinate tax information with external CPAs and advisors to resolve items.
• Manage intercompany/interfamily notes payable/receivable and interest calculations.

Skills

Communication

Analytical thinking

Problem solving

Teamwork

Supervisory experience

Client service

Education

Bachelor's degree in accounting

Master's degree in accounting or MBA

CPA license

Tools

QuickBooks

Microsoft Excel

Job description

Bridges Trust is seeking a Senior Client Accountant to provide treasury, bookkeeping, and financial reporting for ultra-high-net-worth families, trusts, and foundations. You will oversee core accounting processes, coordinate with external advisors, and deliver customized client reports.

The role supports growth within the Client Accounting team, sharing expertise to strengthen processes and scalable solutions across Family Office services.