Senior Accountant - Family Office

Helping Clients Succeed. Helping Professionals Thrive

Simons Bitzer is a boutique CPA firm established in 1995 that focuses on helping companies and ultra-high net worth families reach their goals. Our clients are progressive and they desire more than just accounting and tax services.

OVERALL SUMMARY OF POSITION

We are seeking an experienced, motivated Senior Accountant to join our Family Office department. This position offers the opportunity to work directly with ultra-high net-worth individuals and families, providing comprehensive accounting, financial reporting, cash flow management, and other financial management services that extend well beyond traditional accounting and tax work.

The ideal candidate is detail-oriented, highly organized, comfortable working independently, and committed to building strong client relationships. This individual will also review work prepared by Associates and help develop the skills of junior team members.

We are looking for someone who wants to grow professionally and aspires to advance into a Family Office Manager role. With successful performance and development, this individual will have the opportunity to take a lead role in servicing select clients and overseeing their day-to-day family office needs.

JOB RESPONSIBLITIES

·         Prepare and/or review financial statements, financial reports, and account reconciliations.

·         Manage ongoing accounting, recordkeeping, and financial reporting for ultra-high net-worth individuals, families, and related entities.

·         Assist clients with budgeting, forecasting, cash flow management, and financial planning support.

·         Monitor financial transactions, coordinate fund transfers as authorized, and help maintain effective internal controls.

·         Assist with the financial management of trusts, real estate holdings, investments, and other family assets.

·         Coordinate tax-related reporting, estimated tax payments, and charitable giving documentation.

·         Develop and improve family office accounting processes, procedures, and reporting systems.

·         Coordinate with clients, household employees, and outside professionals, including attorneys and investment advisors.

·         Insurance review and procurement assistance

·         Trustee support, administration, and reporting

·         Household payroll and tax reporting and family office employee oversight

·         Investment reporting

·         Evening and weekend client responsiveness

Also, as a Senior Accountant, you would oversee and improve family office processes, procedures, and internal controls to ensure efficient operations and consistent client service. You will provide guidance and oversight to staff and coordinate client responsibilities, deadlines, and priorities.

And so, what does it take to be part of our team?  Bachelor’s degree required; completion of CPA and/or CFP preferred.  At least 5 years as an accountant or financial planning; public accounting or financial planning experience desired.  The ideal candidate will be highly proficient in QuickBooks and Microsoft Office, with the ability to learn and adapt to other accounting systems.

COMPENSATION & BENEFITS

Compensation: $90+ based on experience, CPA certification, and technical expertise. We reward talent and are committed to offering competitive compensation for exceptional candidates.

Range - $90,000 - $100,000

Bonus Eligibility: Performance-based annual bonuses.

Benefits May Include:

·         Health insurance

·         Simple Plan with employer match

·         AFLAC

·         Paid Time Off

·         Paid Holidays

·         CPA license and professional dues

·         Continuing Professional Education (CPE)

·         Professional development opportunities

Why Join Our Team?

At Simons Bitzer, you’ll be more than just a number—you’ll be part of a collaborative team that values relationships, professional growth, and making a meaningful impact for our clients. As a boutique CPA firm, we provide the opportunity to work closely with business owners and ultra-high net worth families, tackle complex challenges, and gain experience beyond traditional accounting and tax services, including controllership and consulting.

We believe in investing in our people through mentorship, continued learning, and opportunities to grow professionally. Our team members enjoy a supportive culture where their ideas are valued, their contributions are recognized, and they can build a rewarding career while maintaining a healthy work-life balance.

If you are looking for a firm where you can make a difference, develop your skills, and be part of a team that truly cares about its clients and employees, we invite you to explore a future with Simons Bitzer.

What Makes Us Different?
Every day presents new challenges and opportunities to grow. Unlike firms where your work is limited to one specialty, you’ll gain experience across multiple service areas, including:
•\tOutsourced Controllership and CFO Services
•\tStrategic Planning and Business Consulting
•\tAccounting and Financial Statement Analysis Services
•\tTax Planning Preparation and Compliance
Career Opportunities Beyond Traditional Public Accounting
Many accounting professionals eventually choose between public accounting and private industry. At our firm, you do not have to choose.

Because we provide outsourced controllership and consulting services, you’ll gain valuable experience typically only found inside private companies and ultra-high net worth families, while enjoying the diversity and advanced opportunities of public accounting. This creates a unique career path with exceptional long-term growth potential.

You’ll develop expertise in:
•\tFinancial leadership
•\tBusiness operations
•\tStrategic decision-making
•\tTeam leadership
•\tClient advisory services

Your Future Starts Here!