Senior Accountant - Family Office

• Lead reviews of financial records, operating procedures, compliance activities, and control environments to identify issues and improvement opportunities
• Design audit plans, testing approaches, and supporting procedures based on risk exposure and engagement objectives
• Assess the effectiveness of internal controls and recommend practical enhancements to improve accuracy, accountability, and operational reliability
• Present audit results to management through clear reports and discussions that outline observations, root causes, and recommended actions
• Partner with business leaders to track remediation efforts and confirm that agreed-upon corrective measures are completed effectively
• Contribute to enterprise risk assessment activities by identifying emerging concerns and helping prioritize audit focus areas
• Support fraud prevention and asset protection efforts by helping establish safeguards and participating in investigations when concerns arise
• Review accounting documentation and workflow processes to verify compliance with applicable laws, regulations, and internal policies
• Help refine audit practices and provide guidance to staff on internal control expectations, documentation standards, and audit-related procedures

• Bachelor's degree in Accounting or a related field is required
• At least 3 years of experience in audit, public accounting, or corporate accounting environments
• Strong understanding of internal controls, compliance requirements, risk assessment practices, and audit standards
• Ability to analyze financial information, identify control gaps, and develop actionable recommendations
• Effective written and verbal communication skills, including the ability to present findings to management
• Proficiency with accounting or audit software and Microsoft Office applications
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines
• CPA or related certification is preferred

CPA or related certification

• Medical, vision, dental, and life and disability insurance
• 401(k) plan