jobs.allianceresourcegroup.com."> jobs.allianceresourcegroup.com.">

Work with Our Experts

Take your Finance and Accounting career to the next level.

Family Office Accountant

Newport Beach, CA 92660

Posted: 02/07/2025 Job Titles: ACCT - Accountant Job Number: 5367 Pay Rate: 85,000

Job Description


Newly Created Position!

Our client is a stable real estate organization in Orange County and this is a newly created role supporting both corporate and Principal's investments and reports to the AVP of Accounting . We are looking for an Accountant who has supported smaller organizations and very invested in the daily operations in addition to monthly reporting. This is a great opportunity for someone who loves being hands-on and wants stability in their career. The successful candidate will possess strong attention to detail and organization skills with excellent communication and technical skills. This individual must have the ability to work well under pressure and balance multiple priorities and assignments to meet deadlines.

Essential Duties and Responsibilities
  • Assist Controller with monthly financial reporting and quarterly investor reporting
  • Prepare monthly bank reconciliations
  • Own daily accounting including accounts payable & accounts receivable
  • Assist with balance sheet reconciliations
  • Prepare variance analysis
  • Assist in the preparation of the annual budget.
  • Assist in the preparation for the year end audit.
  • Prepare annual reporting for third party entities and yearly tax compliance.

Knowledge/Experience
  • 5+ years of general accounting experience including balance sheet and SG&A account reconciliations
  • Degree in Accounting, Economics or Finance is a plus but not required
  • Knowledge of MS Office Suite, including Word, Excel, and Outlook
  • MRI software a plus
  • Industry experience is a plus ( investment, real estate, outsourced accounting, family office).
  • Solid Excel

Meet Your Recruiter

Kyle Sakata
Manager, Executive Search

Kyle Sakata is a seasoned executive recruiter with over 20 years’ experience recruiting accounting and finance talent in southern California. His executive search practice spans multiple industries including investment management, real estate, technology, and consumer products. Kyle has a thorough foundation in technical recruiting, leaning into his early career as a Controller. This enables him to source highly specialized candidates, accurately assessing and describing the nuances of each role to attract top candidates and skillfully showcasing the skillsets of exceptional talent to premier organizations. He has a bachelor’s degree in finance from California State University at Long Beach.

In his spare time, Kyle is an accomplished surfer who loves exploring local beaches with his two daughters.

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.

About Newport Beach, CA

Ready to take your career to new heights? Explore job opportunities in and around Newport Beach, California! Nestled along the stunning coastline of Orange County, this vibrant city offers a perfect blend of idyllic beaches, upscale shopping at Fashion Island, world-class dining at Balboa Bay Resort, and cultural experiences like art galleries at Laguna Beach and performances at Segerstrom Center for the Arts. Known for its luxurious atmosphere, Newport Beach also provides ample growth opportunities in industries such as technology, healthcare, and tourism. Don't miss out on the chance to work where others vacation – start your job search in Newport Beach today!