Accountant - Family Office

Description

Accountant, Family Office – Upland, CA

About Us

Lewis Group of Companies is a collection of separate, independent entities focused on the real estate industry. With over 70 years of experience, we’re committed to creating lasting value for our employees, partners, and the communities we serve. Our culture is built on integrity, long-term relationships, and thoughtful planning.

Your Role: Accountant, Family Office

As an Accountant reporting to the Family Office Accounting Supervisor, you will support the financial operations of various trusts, private entities, and individuals. This role works closely with company ownership and senior executives and requires a high level of discretion, accuracy, and professionalism. The position focuses on day-to-day bookkeeping, reconciliations, and financial reporting within a family office environment.

What You’ll Do

• Post monthly income, contributions, distributions, and interest accruals
• Process incoming invoices and prepare weekly check runs
• Prepare and present weekly cash reports
• Make deposits and maintain organized and accurate filing systems
• Prepare quarterly professional and administrative fee schedules
• Assist with quarterly and year-end financial statements
• Support cash flow forecasting and financial analysis
• Maintain confidentiality while handling sensitive financial information

Experience for Success

• Degree in Accounting or a related field preferred
• 2+ years of bookkeeping or accounting support experience strongly preferred
• Intermediate or advanced proficiency in Microsoft Excel
• QuickBooks experience required
• Solid understanding of debits, credits, and general ledger activity
• Strong analytical skills with high attention to detail
• Ability to prioritize multiple tasks and exercise sound judgment
• Proactive, dependable team player with a willingness to learn

Schedule

• Monday–Friday, 8:00 a.m.–5:00 p.m.
• This position is based in-office at the Upland Corporate Office

Compensation & Perks

• The Lewis Group of Companies reasonably expects to pay $31.00–$36.00 per hour for this role, with actual compensation based on skills, experience, location, and business needs.
• Medical and Dental Insurance
• 401(k) Plan with Company Match
• Cell Phone Allowance: $30/month
• Apartment Rental Discounts
• Paid Time Off, Holidays, and Vacation Time
• Educational Reimbursement
• Continued training and advancement opportunities

Why Join Lewis?

At Lewis, we’re more than a real estate organization—we’re a family-led community builder. We invest in our people and take pride in creating a collaborative, respectful environment where employees can grow professionally and personally.

Lewis Management Corp. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Please note: This posting is a summary of the role's primary duties. For a comprehensive list of essential functions, physical demands, and formal requirements, please request the full internal job description.