Music Senior Accountant - Business Management & Family Office (51565)

Senior Accountant in the Business Management and Family Office practice focused on client relationships, practice development, and financial leadership. Responsibilities include generating new business opportunities, maintaining responsive client service, acting as a point person on asset acquisitions/dispositions and client loans, coordinating tax planning with other departments, guidance on client insurance plans, workload planning for Account Managers, facilitating onboarding, payroll guidance, knowledge of retirement plans and estate planning concepts, understanding client organization and services, involvement in client billing and profitability, preparing loan applications, complex investment analyses, budgeting and regular financial analyses, year-end closing entries, and review of General Ledger/Cash Flow/Trial Balance. Requires 7-11 years in business management or family office, or 3-5 years with a Bachelor’s Degree; CPA/EA/CFP/PFS a plus; strong technical, business acumen, leadership, interpersonal, and entrepreneurial mindset.