Client Accounting & Advisory Services Senior Associate
Client Accounting & Advisory Services Senior Associate – Family Office Services
Location: Reno, NV | Hybrid in Reno, NV or Remote in Nevada
Full-time
A boutique accounting and advisory firm in Reno is seeking a Senior Associate to join its Family Office Services team. This is an excellent opportunity for a detail-oriented professional who enjoys working closely with high-net-worth individuals and their advisors to manage complex financial needs with discretion and care.
About Us:
We are a relationship-driven firm focused on helping families and businesses thrive through proactive financial planning and advisory. Our team of 16 professionals serves a diverse client base including family offices, real estate developers, medical professionals, and small businesses. We pride ourselves on delivering high-quality, year-round support and insightful advice.
What You’ll Do:
- Support full-cycle accounting processes including general ledger maintenance, journal entries, and monthly close
- Prepare monthly/quarterly financial statements and supporting workpapers
- Supervise accounts payable and review work of Family Office staff
- Reconcile bank, brokerage, and credit card accounts
- Perform balance sheet reconciliations and inter-company account analysis
- Prepare year-end 1099 reporting and assist with tax package preparation
- Respond to client inquiries and manage special projects as needed
What You Bring:
- Bachelor’s degree in Accounting, Finance, or related field
- Minimum 3 years of accounting experience, ideally in public accounting or a family office setting
- Strong understanding of financial statements, general ledger accounting, and tax fundamentals
- Proficiency in QuickBooks, CCH, and Microsoft Excel
- Excellent communication, organizational, and interpersonal skills
- High level of integrity and discretion with sensitive client information
- Experience with estate planning, investment reporting, and trust accounting (preferred)
Compensation & Benefits:
- Salary Range: $85,000 – $115,000 annually (flexible)
- 401(k) with up to 4% employer match
- Discretionary profit sharing after 90 days
- 100% employer-covered medical, dental, and vision insurance after 30 days
- Life & disability insurance
- 3 weeks PTO + 8 paid holidays
- Paid or banked overtime (for non-exempt employees)
- Discretionary bonuses twice annually (June & December)
Work Schedule:
- Busy Season: 50-60 hours/week
- Non-Busy Season: 40 hours/week
Why Join Us?
You’ll be part of a close-knit team that values collaboration, continuous learning, and meaningful client relationships. This role offers exposure to complex financial structures and the opportunity to grow your career in a supportive, high-integrity environment
The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.
