We are a Family Office based in Fairfax, VA (Washington/DC Metro area).  We are hiring for a (on-site) Family Office Accountant position.

The Family Office Accountant must possess strong finance and accounting skills to navigate complex financial issues and find creative solutions.

The Family Office Accountant will be responsible for all areas relating to financial reporting for various trusts and other entities of the Peterson Family Office. This position will be responsible for developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements for the Peterson Family Office.

The ideal candidate must be able to work with tight deadlines and a multitude of accounting activities, including general ledger preparation, financial reporting, tax workpapers and the support for the family office.

Responsibilities

• Prepare general ledgers and financial statements for family entities, which include trusts, partnerships, and C Corporations.
• Process family office accounts payable transactions.
• Oversee family office cash management.
• Prepare monthly Investment Summary and annual tax workpapers.

Qualifications

• BA/BS degree or equivalent practical experience.
• CPA/CA or equivalent.
• 5-7 years of prior experience in the financial reporting/general ledger area
• Advanced Quick Books (or other accounting software), advanced Excel skills and proficiency with fundamentals of accounting to include creating complex reports, journal entries, etc.
• Ability to analyze issues and research solutions
• Strong intrapersonal, reporting, organizational, problem solving, critical thinking, time-management and communication skills;
• High level of initiative, work ethic and dependability
• Ability to maintain highest levels of confidentiality and integrity
• Ability to work independently and as part of a team
• Experience with process improvement and proficiency with spreadsheet and presentation software.
• Experience with individual accounting, trust and tax accounting preferred

This role requires the candidate to report to our office located in Fairfax, VA.