Senior High Net Worth Accountant
1 month ago
Reef Capital Partners is seeking a highly skilled Senior HNW Accountant to provide dedicated accounting support for the firm's high-net-worth clients. The successful candidate will offer personalized services to track and report on client investments, including real estate equity holdings, private loans, and co-investments.
This role involves financial and managerial accounting for client investments in the company's common and preferred equity, co-investments in private equity real estate transactions, private loans, and 1031 exchanges. The ideal candidate will have a strong analytical and organizational skillset, with the ability to analyze investment performance and provide recommendations when appropriate.
The Senior HNW Accountant will serve as a key point of contact for clients, addressing accounting-related inquiries and providing high-level support. They will collaborate with internal teams to ensure accurate and effective communication of investment performance.
Key Responsibilities:
- Client Accounting & Reporting:
- Track and report on client investments, including real estate equity holdings, private loans, and co-investments.
- Prepare quarterly and annual investment summaries and customized financial reports for clients.
- Monitor 1031 exchange transactions into company-managed properties, assist client or client's outside agents with compliance and tracking.
- Financial Analysis & Support:
- Analyze investment performance and provide recommendations when appropriate.
- Develop detailed schedules of client investment activity, capital calls, distributions, and returns pertaining to Reef investments.
- Client Relationship Management:
- Serve as a key point of contact for clients, addressing accounting-related inquiries and providing high-level support.
- Collaborate with internal teams to ensure accurate and effective communication of investment performance.
- Manage the books and issuing distribution payments for several LLC's owned by HNW clients/investors
Qualifications:
- Bachelor's degree in Accounting.
- 2-3 years of experience in financial accounting or tax, with exposure to investment accounting or real estate preferred.
- Proficiency in Microsoft Excel and accounting software.
- Strong analytical, organizational, and communication skills.
Preferred Skills:
- Experience with high-net-worth clients or in a family office setting.
- Familiarity with private equity, real estate investments, and 1031 exchanges.
- CPA or similar designation is a plus but not required.
Company Benefits:
- 401K Plan with Company Match
- Generous Health Plan with HSA Match
- Flexible Paid Time-off
- Daily Company Lunches
- Cell Phone Service Allowance
- Discounts at Company-Owned Resorts and Golf Courses
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