Family Office Accountant

Company: Worthe Real Estate Group
Location: Santa Monica
Posted on: March 3, 2025

Job Description:

Summary:Family office is seeking a full-time Accountant to join their team in beautiful Santa Monica, CA! Primary responsibilities include ensuring the family office accounting is running smoothly at all times with primary responsibility for general ledger maintenance for various investments and family entities. The ideal candidate is a self-starter, thrives in a team environment, and enjoys handling all accounting activities.Job Duties:

• Handle all Accounts Payable and Accounts Receivable, invoicing, and maintenance of related documentation
• Prepare periodic financial reports and statements
• Record monthly cash activity
• Prepare expense reports
• Liaison between family and tax professionals to prepare tax filings for trusts and entities
• Review tax returns, coordinate federal and state tax payments
• Monitor cash flow, banking, prepare wire payments
• Track costs for family-owned real estate investments, coordinate contributions and distributions
• Maintain records and filing
• Assist with any other administrative responsibilities as needed
• Work closely with owner, CFO, Accounting Manager, and administrative staffMinimum Requirements:
  • Bachelor's Degree in Accounting, Finance, Business or similar major
  • Prior accounting experience
  • Proven ability to adhere to highest level of confidentiality
  • Highly self-sufficient, proven ability to prioritize, well-organized and strong work ethic
  • Strong in Microsoft Office, especially ExcelBenefits:
    • Health insurance: Medical, Dental, Vision, Life, 401k
    • Paid Time Off
    • Year-end performance bonusSchedule:
      • Mon-Fri from 8:30 AM-5:30 PM with an hour lunch break
      • On-call as needed with overtime pay
      • Santa Monica, CA
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Keywords: Worthe Real Estate Group, Santa Monica , Family Office Accountant, Administration, Clerical , Santa Monica, California