Senior Accountant – Family Office

Website The Wonderful Company

The Wonderful Company is a privately held $5 billion company dedicated to harvesting health around the world through its iconic consumer brands.

Job Description

  • Review all daily journal entries and all monthly and quarterly closing activities including general ledger maintenance and balance sheet reconciliations
  • Prepare monthly and quarterly financial reports for each family member
  • Coordinate with the Family Trust Team for financial planning and analysis
  • Review credit card activities and entries for all employees
  • Oversee bill payment schedule and coordinate transfers to fund accounts
  • Coordinate with Corporate Treasury to manage bank accounts and bank services
  • Respond to frequent ad-hoc requests for financial information and financial analyses


  • 3 to 5 years of work experience in Accounting or Public Accounting with at least 1 year of experience with review work
  • Bachelor’s degree in Accounting, CPA a plus
  • Strong knowledge of both cash basis accounting and GAAP matters
  • Previous experience accounting in a Business Management firm or for HNW individuals is
  • preferred, but not required
  • Superior problem-solving and analytical skills, both quantitative and qualitative
  • Strong computer skills including Microsoft Suite with emphasis on Excel – experience with Intacct and a plus
  • Knowledge of investment accounting preferred
  • Ability to perform in a fast-paced and high-pressure environment which requires multi-tasking and excellent communication skills
  • Strong investigative skills including researching, problem-solving, critical thinking, evidence collecting, and reporting
  • Ability to work independently with minimum supervision
  • Strong interpersonal skills and ability to work effectively in a close-knit team
  • Unquestionable ethics
  • Incredible attention to detail and organization
  • Proven clear and concise written and verbal communication skills, interacting with a variety of stakeholders

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