We are seeking a hands-on, detail-oriented Accountant to oversee internal firm finances and manage comprehensive accounting services for a select group of high-net-worth clients and family offices. This role requires a versatile professional who excels at full-cycle bookkeeping, complex financial consolidation, and maintaining high standards of discretion and confidentiality.
The ideal candidate possesses a “roll-up-your-sleeves” attitude and is comfortable balancing high-level financial management with day-to-day administrative support in a collaborative, small-firm environment.
Key Responsibilities
Internal Firm Accounting & Operations
- Manage end-to-end internal firm finances, including accounts payable, accounts receivable, and firm payroll processing
- Oversee office infrastructure, vendor relations, firm billing, and operational maintenance
- Maintain strict confidentiality regarding firm financials, strategy, and sensitive records
- Provide cross-functional administrative support as needed, including serving as backup for front-office reception and tax return assembly during peak periods
Client Financial Management & Bookkeeping
- Deliver full-cycle, “cradle-to-grave” bookkeeping and accounting for diverse client entities, including high-net-worth family groups, medical practices, ranches, and legal entities
- Prepare, integrate, and consolidate multi-entity financial statements involving complex ownership structures
- Process client payroll and prepare routine sales tax filings
- Serve as a primary point of contact for clients, providing clear, professional, and responsive communication
- Collaborate closely with senior tax specialists and management to prepare financial documentation for review