Financial Accountant

This role supports a small finance team by managing accounting and reporting for various entities and properties, including preparing financial statements, tax reports, and journal entries. The ideal candidate is a self-sufficient contributor who can handle a mix of financial analysis, administrative tasks, and data management with minimal oversight after onboarding.

Client Details

This organization is a private investment and wealth management office that oversees the financial affairs of a high-net-worth family. It provides a range of services including accounting, tax coordination, financial reporting, and property oversight, with a focus on long-term asset preservation and personalized financial administration. The team operates in a close-knit, collaborative environment, managing a diverse portfolio of entities and investments with discretion and precision. Their approach blends traditional financial stewardship with modern operational efficiency to support the evolving needs of the family and its holdings.

Description

• Prepare and analyze financial reports for various entities and real estate holdings within the portfolio.
• Support annual reporting processes and assist with the preparation of individual tax documentation and related workpapers.
• Maintain accurate records for residency tracking and other administrative compliance requirements.
• Collaborate with the finance team to ensure timely and accurate journal entries and data input.
• Utilize Excel to manage financial data, perform reconciliations, and support ad hoc reporting needs.
• Contribute to a small, collaborative team by taking ownership of assigned tasks with minimal supervision after onboarding.

Profile

• 3-5 years of accounting experience, preferably in a private wealth, family office, or multi-entity environment.
• Strong understanding of financial reporting, journal entries, and tax-related documentation for individuals and entities.
• Proficient in Excel with the ability to manage and analyze financial data accurately.
• Comfortable working independently in a small team setting and taking ownership of recurring tasks.
• Detail-oriented with experience handling both financial and administrative responsibilities in a confidential setting.

Job Offer

- Competitive Compensation

- Opportunity for long term employment and growth

- Experience at a reputable small investment firm

- Health Benefits (Medical, Dental, Vision, and Commuter)

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.