Accountant - Family Office
Lewis Group of Companies
Full-time
On-site
Upland, California, United States
$27 - $34.50 USD hourly
Description
Accountant, Family Office - Upland, CA
The Lewis Group of Companies is a collection of separate, independent entities focused on the real estate industry. We’ve devoted 70 years to creating lasting value for our employees, clients, partners, and the wider communities we serve. Our company is made up of people who value honesty and genuine relationships, and our success stems from thoughtful planning and commitment to quality.
About your new career:
In your role, you would report to the Family Office Accounting Manager and join a great team of Accounting stars who track the numbers, watch the details, and keep everything moving. You will perform monthly bank and investment reconciliations for assigned trusts, private companies, and individuals.
Some of your duties and responsibilities will include:
- Posting monthly income, contributions, distributions & monthly interest accruals on notes
- Providing information to owners and officers, while preparing various ad-hoc analyses and reports
- Entering invoices and processing checks weekly, and preparing and reviewing a weekly cash report
- Preparing quarterly professional/administration fees
- Assisting with quarterly & year-end financial statement preparation
- Assisting with the preparation of cash flow forecasts
- Making deposits and staying up to date with filing
To be successful, your background should include:
- A college degree in Accounting or a similar field is preferred.
- 2+ years of experience on an accounting team is highly preferred.
- Intermediate level or above skills with Excel
- Experience with QuickBooks is a big plus.
- Analyzing data to make informed conclusions.
- Ability to prioritize competing tasks and apply keen judgment.
- A willingness to learn new software.
Salary & Benefits:
In addition to a competitive hourly wage ($27-$34.50/hour, depending on experience), Lewis offers full medical and dental benefits, a 401k savings plan with company match, $30/month cellphone allowance, apartment discounts, paid holidays, vacation time, educational reimbursement, continued training, advancement opportunities, and much more!
Join our Team:
We are a family-led community development group of companies committed to elevating the standards of living and quality of life for every customer, employee, partner, investor and community served. If this sounds like a fit, we’d love to hear from you.
Lewis Management Corp. is an equal opportunity employer and encourages applicants of diverse backgrounds to apply.