Family Office Senior Accountant

Lakeshore Learning Materials
Carson, California, United States
Competitive salary
23 Feb 2021
25 Feb 2021
Job role
Experience level
Qualified accountant
Company Description

Lakeshore Learning Materials is searching for a Family Office Senior Accountant to join our team at the company headquarters in Carson, CA. You will play a key role in the Family Office group, working with a small team while providing diversified day-to-day support to company owners and family clients. You're sure to be busy and fully engaged from the first day, and we guarantee there will never be a dull moment. Our ideal candidate will possess:
• A client service accounting background with an emphasis in tax service supporting high net worth individuals and partnerships. Experience in business management or a previous family office a plus
• The ability to work with outside professional service firms, investment advisors, bankers, insurance brokers and other experts to ensure the highest level of service for family clients
• The ability to juggle multiple tasks for multiple family clients and meet department demands in a timely manner
• The trustworthiness, humility and discretion of a true professional
• Outstanding organizational skills with the ability to prioritize assignments and manage timelines
• Exceptionally high attention to detail, intellectual curiosity and unmatched problem-solving skills

Job Description

• Responsible for maintaining the general ledger for family office entities, posting journal entries and preparing quarterly financial statements
• Coordinate all payments from family office entities, including recurring bills, distributions, tax payments and capital calls
• Play lead role in working with outside CPA firm in all tax filings for family clients and investment entities. Recommend tax planning strategies
• Prepare cash flow projections for family clients and entities
• Prepare weekly and monthly investment summaries for family clients
• Assist with family client projects big and small
• Coordinate input from outside counsel and professional service providers in relevant areas
• Work on ad hoc projects


• Bachelor's degree in accounting or related field required; Master's degree in Tax or Accountancy a plus
• CPA license required
• 4+ years of related experience
• Prior experience supporting owners/business operators with high net assets
• Advanced knowledge of Microsoft Excel and QuickBooks
• Solid understanding and working knowledge of financial statements
• A team player mentality with the ability to work independently
• Strong interpersonal skills and an approachable demeanor
• The ability to leverage technology when possible and look for ways to automate procedures
• Excellent verbal and written communication skills
• The ability to observe the highest levels of confidentiality

Additional Information

Why Lakeshore?
• Competitive compensation based on skills and experience
• Excellent medical/dental and vision coverage-EPO, PPO and HSA
• 401(k) retirement plan with company contribution (because you will retire someday)
• Flexible benefits-choose what you like, ignore the rest
• Exceptional training and support, and all the resources you need to be successful
• Super-awesome annual profit bonus plan
• On-site preschool for our employees' children
• On-site employee gym for all levels/fitness needs
• Generous employee discount
• Casual dress...and we really mean it

At Lakeshore, we know our diversity makes us stronger, and when everyone feels included and valued, we all win. We strive to embrace our differences, and create an intentionally diverse and inclusive community that is representative of the teachers, families, and children we serve.

We couldn't do the extraordinary things we're doing without the people on our team. Thanks to the passion and enthusiasm of this spectacular group, Lakeshore is more than a great place to work-it's a great experience to be part of. Day in and day out, we give everything we've got to create products that instill a sense of wonder and foster a true love of learning. To help maintain this high bar for success, we're constantly on the lookout for people to join us. So if you're a down-to-earth professional who shares our desire for making a difference, we'd love to hear from you.

Lakeshore Learning Materials is one of the most innovative manufacturers of educational materials in the country. Specializing in top-quality products for the home and classroom, we are a thriving multichannel organization with a robust web business, multiple catalogs for early learning and elementary programs, over 60 store locations, plus a sales force that is second to none. Thanks to the daily contributions of the amazing people who make up our team, Lakeshore has experienced continuous growth since the day it was founded in 1954.

Equal Employment Opportunity Policy
People are selected to become members of the Lakeshore family based on skill, merit and mind-boggling talent-not based on race, color, creed, sexual orientation, gender or gender identity, marital status, domestic partnership status, military status, religion, age, national origin, ancestry, alienage, AIDS or AIDS-related complex status, genetic information, predisposition or carrier status, status as a victim of domestic violence, physical or mental disability, or any other characteristic protected by applicable law. If things aren't equal, we all lose.

To learn about how we collect and use Applicant information, please visit our Employee/Applicant Privacy Policy. INDRLL2

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