We are seeking a detail-oriented and experienced Lead Accountant to join our Family Office team. This role is ideal for a CPA with a strong background in partnership and trust accounting, who thrives in a fast-paced environment, is not afraid to ask why, and takes pride in precision, accuracy and ensuring the details are addressed. Other responsibilities include but are not limited to:

• Work with the Director as a peer leader of a team that will reconcile and prepare monthly and quarterly financial reports for a large number of small companies using the Archway Platform.
• Manage reconciliation of complex domestic and international stock portfolios with high trading volumes and numerous positions.
• Collaborate directly with the Director to analyze and record complex transactions across multi-entity partnership structures.
• Review journal entries and financial statements with a critical eye for accuracy, consistency, and completeness.
• Identify and implement opportunities to streamline accounting processes and reduce manual or duplicative work through technology and automation.
• Participate in and design staff training.

The successful candidate will meet the following qualifications:

• A Bachelor's degree in Accounting or Finance is required.
• Minimum of 5 years of accounting experience, including supervisory or team lead responsibilities is required.
• CPA certification required.
• Strong background in full-cycle accounting, from bank reconciliations to financial statement preparation is required.
• Exceptional attention to detail and a commitment to maintaining the highest standards of financial accuracy.
• Advanced proficiency in Microsoft Excel is required.
• Experience with partnership and trust accounting is required.
• Ability to work independently and manage multiple priorities.
• Familiarity with trust structures and private trust company operations.
• Experience using the Archway Platform or similar accounting systems.
• Prior experience with Monday.com .
• Prior experience with family offices or small businesses.