Accountant - Family Office

Description

Accountant, Family Office - Upland, CA

The Lewis Group of Companies is a collection of separate, independent entities focused on the real estate industry. We’ve devoted 70 years to creating lasting value for our employees, clients, partners, and the wider communities we serve. Our company is made up of people who value honesty and genuine relationships, and our success stems from thoughtful planning and commitment to quality.

About your new career:

As an Accountant reporting to the Family Office Accounting Supervisor, you will play a key role in supporting the financial operations of various trusts, private entities, and individuals. This position works closely with the company’s owners and senior executives, ensuring their financial matters are handled with the highest level of accuracy, professionalism, and confidentiality. The role focuses on core bookkeeping, reconciliations, and financial reporting.

Some of your duties and responsibilities will include:

• Post monthly income, contributions, distributions, and interest accruals on notes
• Process incoming invoices and issue weekly checks
• Prepare and present weekly cash reports
• Make deposits and maintain organized filing systems
• Prepare quarterly professional and administrative fees
• Assist with quarterly and year-end financial statements
• Support cash flow forecasting

To be successful, your background should include:

• Degree in Accounting or a related field preferred
• 2+ years of bookkeeping or accounting support experience strongly preferred
• Proficient in Excel (intermediate or higher)
• QuickBooks experience is required
• Solid understanding of debits and credits and general ledger activity
• Strong analytical skills with attention to detail
• Ability to prioritize and manage multiple tasks with sound judgment
• A proactive, personable team player who’s eager to learn and takes initiative.

The hours for this position are Mon -Fri 8:00am-5:00pm.

Salary & Benefits:

In addition to a competitive hourly wage ($30-$36/hour, depending on experience), Lewis offers full medical and dental benefits, a 401k savings plan with company match, $30/month cellphone allowance, apartment discounts, paid holidays, vacation time, educational reimbursement, continued training, advancement opportunities, and much more!

Join our Team:

We are a family-led community development group of companies committed to elevating the standards of living and quality of life for every customer, employee, partner, investor and community served.If this sounds like a fit, we’d love to hear from you.

Lewis Management Corp. is an equal opportunity employer and encourages applicants of diverse backgrounds to apply.