Title: Senior Accountant

Location: Remote

Compensation: $85,000 – $110,000 + Benefits

Reports To: Chief Financial Officer

Type: Full-time

Company Overview:

We are a small, fast-paced single-family office supporting a New York-based serial entrepreneur with diverse investments and businesses in the finance and technology sectors. Our mission is to manage the financial affairs of the principal with precision, discretion, and a high degree of care. We are seeking a hands-on Senior Accountant who thrives in a dynamic environment and is eager to contribute to high-impact financial operations across entities and investments.

Role Summary:

As the Senior Accountant, you will work directly with the CFO to maintain accurate financial records, support the preparation of consolidated financial statements, and ensure tax and regulatory compliance across a portfolio of entities. You will play a critical role in building and maintaining financial reporting infrastructure and serve as a key liaison with external vendors, financial advisors, and the family office’s external bookkeeper.

Key Responsibilities:

1. Accounting and Financial Reporting

Assist with monthly close for 12+ entities (LLCs, investment vehicles, operating companies)

Maintain general ledger accuracy and integrity across entities

Support consolidation of financials into monthly and quarterly reporting packages

Prepare personal financial statements under the direction of the CFO

Conduct variance analysis and reconcile intercompany transactions

2. Bookkeeping Oversight

Supervise and review the work of an external bookkeeper

Transition external bookkeeper responsibilities to in-house

Ensure timely and accurate accounts payable/receivable processing

Maintain updated and structured QuickBooks chart of accounts

3. Tax Coordination and Compliance

Support preparation and filing of quarterly tax estimates and year-end documents

Coordinate with outside CPAs to ensure timely tax filings and compliance

Track charitable donations, trust distributions, and other tax-advantaged activity

4. Investment & Treasury Support

Assist in compiling investment performance data across accounts and custodians

Help maintain cash flow forecasting models and liquidity dashboards

Coordinate with private banking teams for wires, transfers, and account maintenance

5. Operational Projects

Assist in due diligence, M&A activity, estate planning implementation, or real estate projects

Support reporting needs related to family trusts, construction budgets, and insurance

Required Qualifications

Bachelor’s degree in Accounting or Finance (CPA preferred)

5+ years of progressive accounting experience (private company or family office preferred)

Strong understanding of GAAP and financial statement preparation

Experience with multi-entity environments and consolidations

Proficiency in QuickBooks Online, spreadsheets (Excel / Google Sheets), and GSuite (Drive, Gmail, etc.); familiarity with investment account reporting

High degree of discretion and ability to maintain confidentiality

Preferred Attributes

Experience with high-net-worth individuals, family offices or privately held businesses

Comfortable in an entrepreneurial, informal, and responsive environment

Strong communication and organizational skills

Solutions-oriented, with the ability to work independently and proactively

Willingness to be flexible and “pitch in” on special projects as needed

Benefits

Competitive salary ($85,000 – $110,000, commensurate with experience)

Medical, dental, and vision coverage

15 days PTO plus standard holidays

Flexible hybrid or remote work environment

Opportunity to grow with a highly entrepreneurial family office

Inservio NY

New Jobs

Senior Accountant