Senior Accountant

Job Title: Senior Accountant – Real Estate Investment & Family Office

Location: Century City

Reports To: Controller

Company Overview:

Capital Insight Holdings Management is a diversified real estate investment firm specializing in hospitality, retail, and residential properties. In addition to managing our real estate portfolio, we provide family office accounting services, including trust and estate-related financial oversight. We are seeking a detail-oriented Senior Accountant to manage complex accounting operations across our investments and family office functions.

Position Summary:

The Senior Accountant will be responsible for full-cycle accounting and financial reporting for a portion of the company’s real estate holdings and family office entities. This role requires strong technical expertise in real estate accounting, trust accounting, and compliance with GAAP/cash basis, as well as the ability to provide accurate and timely financial insights for management and stakeholders.

Key Responsibilities:

Real Estate Accounting:

• Prepare and review monthly, quarterly, and annual financial statements for retail a portfolio of properties.
• Maintain accurate property-level general ledgers, including revenue recognition, expense allocation, and intercompany transactions.
• Reconcile bank accounts, vendor statements, and tenant deposits, balance sheets, and tenant deposits.
• Assist with budgeting, forecasting, and variance analysis for each property.
• Support annual audits, tax filings, and compliance reporting for real estate entities.

Family Office & Trust Accounting:

• Maintain trust, estate, and other family office accounting records in compliance with applicable regulations.
• Record and monitor investments, distributions, and other transactions related to family office accounts.
• Prepare financial reports and schedules for trusts, estates, and other family office entities.
• Ensure compliance with reporting requirements to beneficiaries and regulatory authorities.

General Accounting & Administration:

• Coordinate with third-party management companies, external auditors, tax advisors, and legal counsel as needed.
• Review and implement accounting policies and procedures for efficiency and internal control compliance.
• Coordinate with external auditors, tax advisors, and legal counsel as needed.
• Assist in ad-hoc financial analysis, reporting, and management decision-making.
• Mentor and support junior accounting staff.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field.
• 2 years of experience in accounting, with a strong preference for public accounting, and/or real estate accounting, and/or family office accounting experience.
• In-depth knowledge of GAAP, trust accounting, and real estate financial reporting.
• Experience with property management systems and accounting software (Yardi preferred, MRI, or similar).
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple priorities in a fast-paced environment.

Key Competencies:

• Attention to detail and accuracy in financial reporting.
• Proactive problem-solving and process improvement mindset.
• Ability to work independently and collaboratively with cross-functional teams.
• Discretion and professionalism in handling sensitive family office information.

Benefits:

• Compensation: $100k - 120K per year bonus
• Free daily lunches
• Partially paid Health, dental, and vision insurance
• 401(k) with company match
• Holidays, paid time off, and sick days and holidays