Private Wealth Accountant

2 weeks ago


Fairfax Station, Virginia, United States Dewberry Full time
Job Overview

Dewberry is seeking a skilled Private Wealth Accountant to join our family office team, focusing on a variety of financial and analytical tasks for the proprietors of several enterprises.

Dewberry stands as a prominent, client-oriented professional services firm with over 50 offices and a workforce of 2,000 professionals across the nation. Our dedication to excellence is rooted in our personal integrity and the defining qualities that have empowered our employees to thrive for more than fifty years.

Key Responsibilities
  • Conduct and review comprehensive account transactions.
  • Generate specialized financial reports by gathering, analyzing, and summarizing account data.
  • Oversee cash flow management. Review, analyze, and record daily cash transactions utilizing Excel and Quicken software. Prepare various reports for cash flow evaluation.
  • Issue monthly invoices and coordinate the processing and recording of payments.
  • Document and analyze all financial information related to multiple real estate assets.
  • Examine General Ledger transactions.
  • Perform and review detailed account analyses and reconciliations to ensure accurate accounting for transactions and account balances.
  • Collaborate with third-party property managers to assist in the oversight of warehouse and tenant leasing.
  • Support bookkeeping and recordkeeping for various investment and family entities and trusts.
  • Assist in monitoring and analyzing taxable income and cash flow.
  • Provide support to the Senior Financial Analyst by assisting with various administrative and financial tasks.
Required Skills & Experience
  • Bachelor's Degree in Accounting, Finance, or Business, or equivalent experience.
  • 3+ years of relevant experience, particularly in real estate accounting and trusts.
  • CPA or CPA candidate preferred but not mandatory.
  • Strong understanding of accounting principles and procedures.
  • Demonstrated initiative, self-motivation, and meticulous attention to detail, with the ability to manage multiple projects and tasks with competing priorities.
  • Ability to handle confidential information with discretion and professionalism while maintaining the highest standards of conduct and integrity.
  • Excellent verbal and written communication skills.
  • Proficient in Microsoft Office, especially Excel and Word.
  • Capability to create and present information in Excel, including the development of complex formulas for analysis and professional presentation.
  • Strong work ethic, task-oriented, reliable, with the ability to work independently and collaboratively as part of a team.


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