Senior Accountant – Corporate Accounting & Family Office
Location: Irvine, CA | Onsite

Professional Search Group has partnered with a dynamic and well-established investment firm in Orange County to identify a talented Senior Accountant to support both corporate accounting and a high-net-worth family office. This role is ideal for a detail-oriented accounting professional who thrives in a fast-paced environment and enjoys wearing multiple hats.

Position Overview

The Senior Accountant will be responsible for managing a wide range of accounting functions across multiple entities, including corporate entities, trusts, personal accounts, and property-related accounts. This individual must demonstrate a high level of integrity, organizational skill, and sound judgment while working in a close-knit, collaborative environment.

Key Responsibilities

• Prepare journal entries and perform account analysis and reconciliations
• Maintain and reconcile general ledgers for corporate, property, and personal accounts
• Prepare and review monthly, quarterly, and annual reports for private companies, trusts, individuals, and credit funds
• Assist in the development and documentation of accounting policies and internal controls
• Support cash management, including cash forecasting, bill payment, wire transfers, and credit card reconciliation
• Coordinate with external auditors and assist with year-end audit preparation
• Support budgeting and forecasting in collaboration with the finance team
• Track tax-related documents and assist in the preparation and coordination of tax filings
• Maintain accurate records of notes, lines of credit, insurance policies, and authorizations
• Ensure timely resolution of accounting inquiries and maintain organized digital records
• Perform ad hoc analysis and projects as needed

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• 3–5 years of relevant accounting experience
• Prior experience in real estate or family office accounting is a plus
• Experience with general ledger functions and month-end/year-end close processes
• Experience with Yardi or similar accounting platforms is preferred

Skills and Attributes

• Excellent interpersonal and communication skills
• Strong analytical and problem-solving capabilities
• Deep understanding of GAAP and sound financial reporting practices
• Ability to prioritize tasks in a fast-paced and dynamic environment
• Self-starter who exercises sound judgment and maintains confidentiality
• Highly organized with strong attention to detail
• Proficiency in Microsoft Excel and Office Suite

Why This Opportunity?

This role offers exposure to a diverse portfolio of entities and financial structures. The company has a collaborative and professional culture that supports growth, ongoing education, and internal advancement. You’ll work alongside a high-caliber team that values initiative, integrity, and accuracy in everything they do.

Equal Opportunity Statement:

Professional Search Group and its clients are equal opportunity employers. We are committed to creating an inclusive workplace and encourage applicants of all backgrounds to apply.