Office Staff Accountant

Website Morgan Properties

Morgan Properties does things differently, providing superior housing and services to exceed every expectation.

About The Job


What you will be doing:

  • The Staff Accountant will support the family office and assist with a variety of bookkeeping, accounting, bill payment, and tax functions for three to four family households.
  • Confidentiality, organizational skills, and accuracy are required qualifications for this candidate.
  • Strong bookkeeping and Excel skills are required, and must be proficient with accounting software, preferably Sage Intacct.
  • This person must have excellent communication and organizational skills with the ability to handle multiple tasks assigned.
  • This individual will reflect the attitudes, policies, procedures, and values of the company.

What We’ll Expect From You:

  • Bookkeeping, balancing, and maintaining ledgers for multiple entities and households.
  • Prepare and input recurring journal entries.
  • Reconcile, track, and categorize bank and credit card activity for multiple entities and households.
  • Manage bill payments for family entities and individuals.
  • Analyze invoice data and process allocations to multiple household categories based on specified criteria.
  • Coordinate with vendors to establish invoice data and format requirements.


  • Proficient with Sage Intacct or comparable accounting software
  • A minimum of 2 years of prior experience in bookkeeping bank and credit card accounts/activity is required, prior family office experience is a plus
  • Strong understanding of accounting principles
  • Experience with Microsoft Excel
  • Excellent organizational skills and attention to detail
  • Strong written and verbal communication skills
  • Ability to prioritize and manage time to meet deadlines
  • Experience with Expensify is a plus

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