Senior Accountant - Family Office

We are looking for an experienced audit and accounting specialist to join our team in Pennsylvania. This position plays a key role in reviewing financial and operational practices, strengthening internal controls, and helping the organization manage risk across the business. The ideal candidate brings a strong foundation in audit methodology, compliance oversight, and process improvement, along with the ability to communicate findings clearly and work collaboratively with leadership on corrective actions.

Responsibilities:
• Lead reviews of financial records, operating procedures, compliance activities, and control environments to identify issues and improvement opportunities.
• Design audit plans, testing approaches, and supporting procedures based on risk exposure and engagement objectives.
• Assess the effectiveness of internal controls and recommend practical enhancements to improve accuracy, accountability, and operational reliability.
• Present audit results to management through clear reports and discussions that outline observations, root causes, and recommended actions.
• Partner with business leaders to track remediation efforts and confirm that agreed-upon corrective measures are completed effectively.
• Contribute to enterprise risk assessment activities by identifying emerging concerns and helping prioritize audit focus areas.
• Support fraud prevention and asset protection efforts by helping establish safeguards and participating in investigations when concerns arise.
• Review accounting documentation and workflow processes to verify compliance with applicable laws, regulations, and internal policies.
• Help refine audit practices and provide guidance to staff on internal control expectations, documentation standards, and audit-related procedures.• Bachelor’s degree in Accounting or a related field is required.
• At least 3 years of experience in audit, public accounting, or corporate accounting environments.
• Strong understanding of internal controls, compliance requirements, risk assessment practices, and audit standards.
• Ability to analyze financial information, identify control gaps, and develop actionable recommendations.
• Effective written and verbal communication skills, including the ability to present findings to management.
• Proficiency with accounting or audit software and Microsoft Office applications.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
• CPA or related certification is preferred.