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CAS - Senior Accountant

SUMMARY OF RESPONSIBILITIES

We are seeking a highly skilled, detail-oriented Senior Accountant to join our CAS, with a primary focus on supporting a high-net-worth family office client. This role goes beyond traditional accounting. It blends technical expertise with exceptional client service, operational coordination, and trusted-advisor responsibilities.

You’ll manage day-to-day accounting operations while also overseeing critical family office functions such as bill pay, insurance renewals, and coordination with attorneys, trustees, financial advisors, and other third-party professionals. This position is ideal for a proactive, organized, and discreet professional who enjoys variety, problem-solving, and building strong long-term client relationships.

QUALIFICATIONS

To perform this job successfully, the incumbent must be able to perform each essential key competency function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

Must be able to work a flexible schedule which includes 55+ hours a week during tax season.

Seniors must possess Bachelor of Accountancy as well as a CPA or EA license. This may be substituted with equivalent years of experience and continued education in some cases.

KEY COMPETENCIES:

Manage bill pay through platforms such as Bill.com, including vendor management and approval workflows.
Coordinate insurance renewals (property, liability, auto, umbrella, specialty coverages) and track policy expirations.
Serve as the day-to-day liaison with attorneys, trustees, investment advisors, bankers, insurance brokers, and other external partners.
Maintain schedules, documentation, and follow-ups for ongoing family office initiatives.
Track personal and household expenses, ensuring proper categorization and reporting for planning and tax purposes.
Handle ad-hoc operational tasks with a high degree of confidentiality and judgment.
Review monthly and annual close processes for multiple clients.
Prepare, review, and analyze financial statements.
Post journal entries, reconcile accounts, and ensure GAAP-compliant financial reporting.
Prepare cash flow forecasts, financial models, and support financial planning initiatives.
Track budgets, analyze variances, and provide insights to aid decision-making.
Handle compliance filings including 1099s and sales & use tax.
Serve as the primary point of contact for assigned clients, addressing day-to-day questions and requests.
Participate in client meetings to review financial results, KPIs, and upcoming operational needs.
Review and oversee the work completed by junior accounting staff.
Train, mentor, and support the growth and development of junior team members.
Assist in onboarding new clients and implementing accounting systems and processes.
Identify opportunities to improve internal workflows and client operations.
Maintain clean, complete ledgers and support external audits as needed.

KNOWLEDGE AND SKILLS REQUIREMENTS:

Bachelor’s degree in Accounting, Finance, or related field.
Minimum of 3–5 years of experience in accounting; prior family office or high-net-worth client experience is a plus.
Strong working knowledge of GAAP and standard accounting procedures.
Proficiency in Microsoft Excel and accounting platforms such as QuickBooks Online, Xero, Intacct, Bill.com, and related tools.
Excellent communication skills and the ability to interact professionally with executives, advisors, and high-profile individuals.
Strong analytical and problem-solving skills with meticulous attention to detail.
Ability to manage multiple priorities independently and meet deadlines in a fast-paced environment.
Demonstrated integrity, discretion, and professionalism when handling confidential information.
Client-service mindset with a proactive, solutions-oriented approach.al information

Job Type: Full-time

Pay: $80,000.00 - $100,000.00 per year

Benefits: