Accountant, Lead

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.

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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