Corporate Accountant (excellent work/life balance)

Alliance Resource Group is partnering with the owner’s Family Office of a reputable, real estate company to identify a talented and experienced Family Office Accountant. This is a unique and recession-proof opportunity to join an extremely stable and long-established organization, providing high-level accounting support across a diverse range of personal and investment entities.

Position Overview:

The ideal candidate will manage day-to-day and monthly accounting responsibilities, financial reporting, and budgeting for the owner’s personal and family financial operations. This role requires a detail-oriented accounting professional with strong organizational skills, the ability to multitask in a dynamic environment, and a commitment to discretion and accuracy.

Key Responsibilities:

• Perform daily and monthly accounting functions for personal and investment entities
• Complete bank reconciliations and balance sheet account reconciliations
• Prepare journal entries and support month-end close processes
• Maintain accounting records for investments, personal assets, and real estate holdings
• Monitor cash flow and prepare funding requests as needed
• Oversee accounts payable process, including invoice approvals and credit card reconciliations
• Track owner contributions, distributions, and investment balances
• Prepare monthly financial packages including income statements, balance sheets, and cash flow reports
• Support annual budgeting and tax preparation processes
• Assist with reporting obligations to third parties including lenders
• Coordinate with internal departments and external partners such as CPAs, banks, legal counsel, and vendors
• Take on special projects and ad-hoc assignments as required

Qualifications:

• Bachelor’s degree in Accounting or Finance required
• Minimum 4–6 years of accounting experience REQUIRED.
• Experience in outsourced accounting at a CPA firm and/or Family Office experience highly preferred
• Strong knowledge of general ledger accounting and financial reporting
• Proficient with Excel; experience with Yardi a plus
• High degree of integrity and discretion with confidential information
• Strong attention to detail and analytical skills
• Ability to handle multiple projects and shifting priorities with a sense of urgency
• Excellent communication and interpersonal skills
• Self-motivated and able to work independently