Accountant

Full Job Description

About Us:

• C6 Services is a newly launched firm committed to delivering exceptional services to high-net-worth families.
• We pride ourselves on offering a work environment built on professionalism, discretion, and meticulous attention to detail, where every solution is personalized to meet the unique needs of our clients.
• As a Senior Family Office Accountant, you will play a key role in managing all aspects of accounting, financial reporting, and tax planning for both our clients and their enterprises.
• This position offers an exciting opportunity for an experienced accountant who thrives in a confidential, client-focused setting, and values precision, integrity, and direct collaboration with clients in a trusted, dynamic environment.

Key Responsibilities:

• Oversee and manage all accounting operations, including general ledger, accounts payable/receivable, payroll, and tax filings.
• Prepare monthly, quarterly, and annual financial statements tailored to the family office’s unique needs.
• Manage tax planning and compliance, ensuring timely preparation and filing of federal, state, and local tax returns in coordination with external tax advisors.
• Provide cash flow forecasting, budgeting, and variance analysis to support the family’s financial planning.
• Coordinate with investment managers to ensure accurate reporting of investment portfolios.
• Manage entity structures (trusts, partnerships, LLCs), ensuring compliance with all regulations.
• Oversee risk management processes, including insurance, legal, and compliance matters.
• Collaborate with the family’s advisors to optimize wealth planning and estate strategies.
• Maintain discretion and confidentiality in all matters related to the family’s financial and personal affairs.
• Mentor and manage junior staff, if applicable, to ensure smooth operations.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field. Master’s degree is a plus.
• At least 5 years of accounting experience, ideally in a firm providing business accounting, tax services, and business/investment analysis. Private Family Office experience is a plus.
• A CPA license is a plus.
• Expertise in accounting systems, budgeting, and financial modeling, with a strong emphasis on proficiency in Microsoft
• Excel and QuickBooks Online.
• Knowledge of tax laws, estate planning, and financial reporting.
• Exceptional attention to detail, organizational skills, and ability to manage multiple tasks in a fast-paced environment.
• High level of professionalism, discretion, and integrity.
• Strong interpersonal and communication skills to collaborate effectively with family members, advisors, and external partners.

Pay: $71.7K – $90.7K a year