Senior Accountant

Job Title: Senior Accountant – Family Office / Private Wealth

Location: Carlsbad, CA (Hybrid – 3 Days Onsite Weekly)

Employment Type: Full-Time

Overview

A private family office seeks a highly skilled Senior Accountant to oversee personal financial reporting, accounting operations, budgeting, and cash management. This individual will be a trusted point of contact for the family, working alongside a collaborative network of internal staff and external advisors.

The ideal candidate demonstrates discretion, professionalism, and alignment with a values-driven culture. This position offers the opportunity to contribute meaningfully to personal financial strategy, philanthropic initiatives, and long-term wealth preservation.

Key Responsibilities

Accounting, Reporting & Budgeting

• Maintain accurate records of financial transactions; reconcile accounts and prepare monthly reports
• Develop and manage annual budgets; deliver cash flow and performance forecasts
• Analyze financial results and provide actionable insights to leadership
• Prepare consolidated investment performance summaries
• Implement and enforce financial controls, policies, and procedures
• Track charitable giving and private foundation disbursements

Accounts Payable & Cash Flow Management

• Oversee day-to-day payables for personal and household accounts
• Reconcile multiple bank accounts and ensure accurate transaction coding
• Monitor liquidity, anticipate funding needs, and execute fund transfers

Tax Support & Transactional Oversight

• Liaise with external tax advisors to support annual and quarterly tax filings
• Coordinate complex personal financial transactions (e.g., property acquisitions)
• Communicate with attorneys, wealth advisors, insurance brokers, and other professionals

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• Minimum of 6 years progressive accounting experience; experience in a family office or with high-net-worth individuals strongly preferred
• CPA designation or equivalent credential preferred
• Familiarity with personal income tax, estate and gift tax considerations is advantageous
• Proficient with QuickBooks, Excel, and financial reporting tools
• Exceptional attention to detail, analytical skills, and organizational ability
• Strong interpersonal communication skills and the ability to maintain confidentiality
• Proactive, self-directed, and comfortable managing multiple priorities independently

Schedule & Compensation

• Hybrid schedule: 3 days onsite in Carlsbad, CA; 2 days remote
• Competitive salary commensurate with experience
• Comprehensive benefits package available

Benefits:

medical dental vision

401k pto sick

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