Senior Accountant – High Net Worth, Family Office

Sensiba LLP

. Manage full-cycle accounting for multiple clients, including individuals, trusts, family partnerships, LLCs, and real estate entities.

Posted 11/4/2026full-timeRemote • California • United StatesSenior💰 $76,000 - $116,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in full-cycle accounting, including managing accounts receivable, preparing financial statements, and ensuring compliance with U.S. GAAP. Proficient in utilizing accounting software such as Sage Intacct and QuickBooks Online to optimize financial processes for high-net-worth individuals and family offices.

Highest-signal resume keywords

Full-Cycle Accounting ManagementU.S. GAAP ComplianceSage Intacct ProficiencyQuickBooks Online ExpertiseFinancial Statement Preparation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Full-Cycle AccountingBank ReconciliationJournal Entry PreparationFinancial Statement PreparationExpense Management SoftwareMonth-End Close ProcessesGeneral Ledger ReconciliationBudget TrackingCash Flow AnalysisClient Onboarding

Soft Skills

Attention to DetailAnalytical SkillsProblem-Solving SkillsCommunication SkillsCollaboration Skills

Tools & Technologies

Sage IntacctQuickBooks OnlineBILLMicrosoft OfficeCloud Platforms

Certifications & Qualifications

Bachelor's Degree in Accounting or Finance

Industry Keywords

High-Net-Worth IndividualsFamily OfficesReal Estate AccountingInvestment EntitiesCompliance Standards

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Manage full-cycle accounting for multiple clients, including individuals, trusts, family partnerships, LLCs, and real estate entities.
Record financial transactions accurately and timely for multiple clients.
Process vendor bills and invoices and execute payments using appropriate payment platforms.
Perform bank reconciliations, payroll transaction reconciliations, and other balance sheet account reconciliations.
Develop and execute an agreed-upon close schedule for each assigned client.
Prepare and post journal entries, including accruals, amortizations, and prepaid adjustments in accordance with U.S. GAAP.
Manage accounts receivable processes, including invoicing and payment tracking.
Maintain organized documentation of accounting procedures and work performed.
Prepare draft monthly management reporting packages for client manager review.
Prepare monthly, quarterly, and annual financial statements for individuals, entities, and consolidated structures.
Maintain books and records, including property cost basis, capital accounts, and inter-company transactions.
Monitor property-level accounting activities such as rent rolls, CAM reconciliations, loan schedules, project draws, and property-specific accruals.
Track budgets, cash flow, liquidity needs, and financial performance for family office clients.
Implement, optimize, and support Sage Intacct, QuickBooks Online, BILL, and related cloud platforms; assist with onboarding new clients.
Escalate issues to consulting management in a timely and complete manner.
Collaborate with internal team members and external advisors to deliver client solutions.
Provide assistance to team members as needed.

Requirements

What you’ll need

Bachelor's Degree required, in Accounting or Finance preferred.
Minimum of five (5) years of experience in accounting-related roles, preferably within an outsourced accounting environment.
Industry experience aligned with high-net-worth individuals, family offices, real estate, or investment entities is strongly preferred.
Strong understanding of U.S. GAAP and accounting for complex, multi-entity structures.
Proficiency in Sage Intacct, QuickBooks Online, BILL, expense management software, and Microsoft Office (Word, Excel, PowerPoint, Outlook).
Applicable industry experience to the client base being supported is preferred.
Experience with federal, state, and local state compliance is preferred.
Experience with implementing and on-boarding new clients.
Experience managing full-cycle accounting and month-end close processes.
Ability to prepare and review journal entries, general ledger reconciliations, and month-end close packages.
Demonstrated experience reconciling bank, credit card, and investment accounts across multiple entities.
Strong analytical and problem-solving skills with the ability to translate complex information into actionable solutions.
Strong attention to detail, organization, and accuracy skills.
Self-motivated and adaptable in a fast-paced, client-driven environment.
Excellent communication and collaboration skills, with a strong client service mindset.
Ability to actively engage with client management to resolve issues and deliver effective solutions.
Commitment to staying current on technical accounting standards and industry developments.
Proven ability to maintain high levels of client satisfaction that meet firm standards.
Professional proficiency in written and spoken English, including the ability to communicate clearly and effectively with clients, colleagues, and leadership.

Benefits

Comp & perks

Comprehensive Health Coverage – Medical, dental, and vision.
Retirement & Financial Planning Support – 401(k) with match, financial wellness programs.
Generous Paid Time Off – Vacation, sick time, holidays, parental leave and volunteer days.
Flexible Work Arrangements – Hybrid or remote options, flexible hours.
Performance-Based Bonus – Recognition for your contributions through discretionary bonuses.
Professional Development Opportunities – Tuition reimbursement, certifications, mentorship.
Career Growth & Internal Mobility – Clear paths for advancement and role transitions.
Inclusive & Supportive Culture – DEI initiatives, employee resource groups, wellness programs.