Senior Accountant - UHNW Family Office

$110,000 - $125,000/Yr

Career Group - Palm Beach, FL

Full-time - Mid Level

Palm Beach, FL

Professional, Scientific, and Technical Services

About the position

The Senior Accountant will play a crucial role in a Family Office, focusing on cost management and financial reporting for multiple Principal-owned entities. This position requires collaboration with various internal and external stakeholders, including household staff and financial professionals, to ensure accurate financial operations and reporting.

Responsibilities

• Various reporting for multiple Principal-owned entities
• Review of Accounts Payable work of external accountants, assisting when necessary
• Reconciliation of bank and brokerage statements
• Work closely with internal and external staff, including household staff, tax accountants, bankers and insurance brokers
• Assist in various special projects related to the operations of the Company
• Liaising with staff for collection of time information or detail related to payroll reconciliation and accounting entries
• Assist with balance sheet and income statement reconciliations along with budget to actual variance analysis
• Prepare construction and project budgets summaries
• Other duties and projects as assigned

Requirements

• Bachelor's degree in accounting preferred
• 7+ years in public accounting, including general ledger management and AP/AR experience in a family office
• Solid understanding of US GAAP and financial statements
• Proficiency in Excel and Bill.com; familiarity with Expensify and Google Suite preferred
• Knowledge of aviation, yacht, or construction accounting is helpful
• Strong skills in prioritizing and focusing in a fast-paced, multi-task environment
• Calm under pressure, adaptable to shifting deadlines, with strong communication and organizational abilities
• Highly organized, detail-oriented, efficient, reliable, and proactive; excellent interpersonal skills
• Flexible, positive approach with integrity and creative problem-solving
• Valid driver's license, vehicle, insurance, and willingness to travel as needed
• Authorized to work in the US, with ability to pass a background check

Nice-to-haves

• Familiarity with Expensify and Google Suite
• Knowledge of aviation, yacht, or construction accounting