Staff Accountant

Our client, a privately-held family office, is seeking a Staff Accountant to join their team. This Staff Accountant role supports financial reporting and accounting operations across both real estate entities and trust or estate-related functions. The position reports to a Senior Accountant and works across multiple entities. This is a great opportunity for someone who wants broad exposure rather than a narrow specialty.

Why Consider this Role?

• You'll work across both real estate and family office accounting.
• You'll have direct access to senior leadership and meaningful involvement in the work.
• The company is a well-established firm with a stable portfolio of over 40 entities.

Responsibilities:

• Maintain complete and accurate accounting records for trusts and other family office entities, ensuring compliance with applicable regulations.
• Record investments, distributions, and related transactions across family office accounts, and monitor activity on an ongoing basis.
• Prepare financial reports and supporting schedules for trusts and other family office entities.
• Reconcile bank accounts, balance sheets, and tenant deposit accounts for the real estate portfolio.
• Assist the Senior Accountant with monthly, quarterly, and annual financial statement preparation across a portfolio of properties.
• Support tax filings, compliance reporting, and audit processes for real estate entities.
• Coordinate with external property managers, tax advisors, and legal counsel as needed.
• Help maintain and refine accounting policies and procedures to support internal controls and operational efficiency.
• Assist with ad hoc projects as assigned.

Minimum Qualifications:

• Bachelor's degree.
• 3 years of accounting experience.
• Working knowledge of both GAAP and cash basis accounting.

Preferred Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field.
• Background in family office, real estate, or public accounting.
• Experience with trust accounting.
• Strong analytical, organizational, and written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Comfort handling sensitive financial information with discretion and professionalism.

Compensation:

*The below represents the lowest to highest expected salary range for this job opening upon hire. Our client ultimately may pay more or less than the posted salary range, and the salary range may be modified in the future. Our client will consider job-related factors including, but not limited to, education, qualifications, certifications, experience, skills, geographic location, and business or organizational needs when determining pay.