Senior Accountant - Confidential Single-Family Office
Job Description
Location
Seattle, WA (Primarily in-office, 4–5 days/week initially) | Full-Time | Salary Range: $95,000 – $120,000 annually, depending on experience
About the Role
An established single-family office based in Seattle, WA is seeking an experienced accountant to support day-to-day accounting and financial operations for the family and its related entities, including family-owned LLCs, individual family members, and other affiliated entities. This is a hands-on role covering cash management, bill pay, reconciliations, and recurring billing processes, along with support for the family's wealth advisory team on periodic money-movement requests. This role reports directly to the Director of Finance & Operations and offers the chance to work closely with a small, collaborative finance team in a high-trust, detail-oriented environment. The role includes a dedicated technology and process improvement component, roughly a quarter of the position, working alongside a senior team member to strengthen the team's use of its systems and find ways to work more efficiently.
Key Responsibilities
Accounting & Finance (~75% of role)
- Monitor daily bank activity across multiple entities; post deposits, transfers, fees, and payments to the accounting system, and reconcile bank balances daily.
- Process weekly and on-demand vendor payments (via bill pay, ACH, wire, or check) across assigned entities.
- Reconcile monthly bank and credit card statements; review credit card transactions for proper coding and process payoffs.
- Track and process payment of property taxes and insurance premiums for designated family members and entities, including validating amounts with insurance brokers and updating payment trackers.
- Support recurring and one-off money movements on brokerage/custodial platforms for the advisory team, including standing instructions, wire transfers, and journal entries between accounts.
- Assist with quarterly and annual billing processes for family entities, including preparing invoices, tracking approvals, initiating remittances, and posting receipts.
- Maintain organized, audit-ready documentation for all transactions in a secure document management system.
- File recurring state and local business filings/renewals as assigned.
Technology & Process Improvement (~25% of role)
- Partner with a senior team member to build fluency across the team's accounting and practice management systems.
- Identify manual, repetitive, or error-prone processes and help design and implement automation or workflow improvements.
- Assist in evaluating new tools, integrations, and technology solutions that could improve accuracy and efficiency across the finance team.
- Help document and standardize procedures for recurring accounting and family-service tasks.
- Partner with leadership on ad hoc technology and process improvement projects.
Qualifications
- Bachelor’s degree in Accounting or Finance, or equivalent experience.
- 5+ years of full-cycle accounting experience, ideally within a family office, RIA, or corporate accounting environment with exposure to treasury or cash management.
- Solid understanding of debits and credits, general ledger structure, and journal entries, with the ability to read and prepare core financial statements (balance sheet, income statement, and cash flow statement).
- Comfort working across multiple entities and with confidential, high-net-worth client information.
- Tech-savvy, with an interest in technology and process improvement; excited to learn new systems and help the team identify opportunities to increase efficiency.
- Highly organized and able to manage multiple priorities and competing deadlines.
- A curious, proactive self-starter comfortable researching historical transactions to ensure accuracy and continuity.
- Familiarity with common accounting and office technology (e.g., Microsoft 365, cloud-based accounting software, banking portals, e-signature tools).
- Comfortable working with data and databases, with experience in or a willingness to learn tools such as Power Query, Power Automate, Excel macros/VBA, and database-driven applications.
- Experience with Sage, Sage Intacct, QuickBooks, or similar cloud-based accounting platforms is a plus, but not required.
What We Offer
- Competitive salary ($95,000–$120,000 depending on experience).
- Medical, dental, and vision insurance, and a 401(k) plan with company match.
- Paid vacation and sick time.
- Primarily in-office schedule (4–5 days/week initially), with flexibility to evolve over time.
- A collaborative, small-team environment with direct exposure to high-level financial operations.
- Room to grow as the role and the finance team evolve, including expanding ownership of technology and process improvement over time.
Additional Requirements
This role requires a background check, a pre-employment drug screen, and the signing of a non-disclosure agreement (NDA) prior to starting employment.
Equal Opportunity Employer
We are an equal opportunity employer and consider all qualified applicants for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable law.