"Alerted.org

Accountant, Lead - 000G3O Description 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. Qualifications 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. #IND123 #LI-RW1 Primary Location : USA-Texas-Houston : Shift : Day Job Travel : No Job Posting : Unposting Date : Ongoing Organization : Office Services Job : Accounting Job Level : Individual Contributor Req ID: 000G3O