Ultra High Network Family Office - Senior Accountant

EastridgeEncinitas, CA, US

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Job Title : Ultra High Network Family Office - Senior Accountan t

Location : Encinitas, CA (Hybrid 3 Days Onsite Weekly)

Employment Type : Full-Time

Overview

A private family office seeks a highly skilled Senior Accountant to oversee personal financial reporting, accounting operations, budgeting, and cash management. This individual will be a trusted point of contact for the family, working alongside a collaborative network of internal staff and external advisors.

The ideal candidate demonstrates discretion, professionalism, and alignment with a values-driven culture. This position offers the opportunity to contribute meaningfully to personal financial strategy, philanthropic initiatives, and long-term wealth preservation.

Key Responsibilities

Accounting, Reporting & Budgeting

Maintain accurate records of financial transactions; reconcile accounts and prepare monthly reports
Develop and manage annual budgets; deliver cash flow and performance forecasts
Analyze financial results and provide actionable insights to leadership
Prepare consolidated investment performance summaries
Implement and enforce financial controls, policies, and procedures
Track charitable giving and private foundation disbursements

Accounts Payable & Cash Flow Management

Oversee day-to-day payables for personal and household accounts

Reconcile multiple bank accounts and ensure accurate transaction coding

Monitor liquidity, anticipate funding needs, and execute fund transfers

Tax Support & Transactional Oversight

Liaise with external tax advisors to support annual and quarterly tax filings

Coordinate complex personal financial transactions (e.g., property acquisitions)

Communicate with attorneys, wealth advisors, insurance brokers, and other professionals

Qualifications

Bachelors degree in Accounting, Finance, or related field

Minimum of 6 years progressive accounting experience; experience in a family office or with high-net-worth individuals strongly preferred

CPA designation or equivalent credential preferred

Familiarity with personal income tax, estate and gift tax considerations is advantageous

Proficient with QuickBooks, Excel, and financial reporting tools

Exceptional attention to detail, analytical skills, and organizational ability

Strong interpersonal communication skills and the ability to maintain confidentiality

Proactive, self-directed, and comfortable managing multiple priorities independently

Schedule & Compensation

Hybrid schedule : 3 days onsite in Encinitas, CA; 2 days remote

Competitive salary commensurate with experience

Comprehensive benefits package available

Benefits :

medical dental vision

401k pto sick

IPROPLUS

LI-SM3

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Senior Family Office • Encinitas, CA, US