Description
We are seeking a detail-oriented and experienced Lead Accountant to join our Family Office team. This role is ideal for a CPA with a strong background in partnership and trust accounting, who thrives in a fast-paced environment, is not afraid to ask why, and takes pride in precision, accuracy and ensuring the details are addressed. Other responsibilities include but are not limited to:
Work with the Director as a peer leader of a team that will reconcile and prepare monthly and quarterly financial reports for a large number of small companies using the Archway Platform.
Manage reconciliation of complex domestic and international stock portfolios with high trading volumes and numerous positions.
Collaborate directly with the Director to analyze and record complex transactions across multi-entity partnership structures.
Review journal entries and financial statements with a critical eye for accuracy, consistency, and completeness.
Identify and implement opportunities to streamline accounting processes and reduce manual or duplicative work through technology and automation.
Participate in and design staff training.
Requirements
The successful candidate will meet the following qualifications:
A Bachelor's degree in Accounting or Finance is required.
Minimum of 5 years of accounting experience, including supervisory or team lead responsibilities is required.
CPA certification required.
Strong background in full-cycle accounting, from bank reconciliations to financial statement preparation is required.
Exceptional attention to detail and a commitment to maintaining the highest standards of financial accuracy.
Advanced proficiency in Microsoft Excel is required.
Experience with partnership and trust accounting is required.
Ability to work independently and manage multiple priorities.
Familiarity with trust structures and private trust company operations.
Experience using the Archway Platform or similar accounting systems.
Prior experience with Monday.com.
Prior experience with family offices or small businesses.
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