Accountant - Family Office

Lewis Group of Companies • Upland, CA

5d • Onsite

About The Position

Lewis Group of Companies is seeking an Accountant for their Family Office in Upland, CA. This role supports the financial operations of various trusts, private entities, and individuals, working closely with company ownership and senior executives. The position requires a high level of discretion, accuracy, and professionalism, focusing on day-to-day bookkeeping, reconciliations, and financial reporting within a family office environment.

Requirements

• Degree in Accounting or a related field preferred
• 2+ years of bookkeeping or accounting support experience strongly preferred
• Intermediate or advanced proficiency in Microsoft Excel
• QuickBooks experience required
• Solid understanding of debits, credits, and general ledger activity
• Strong analytical skills with high attention to detail
• Ability to prioritize multiple tasks and exercise sound judgment
• Proactive, dependable team player with a willingness to learn

Responsibilities

• Post monthly income, contributions, distributions, and interest accruals
• Process incoming invoices and prepare weekly check runs
• Prepare and present weekly cash reports
• Make deposits and maintain organized and accurate filing systems
• Prepare quarterly professional and administrative fee schedules
• Assist with quarterly and year-end financial statements
• Support cash flow forecasting and financial analysis
• Maintain confidentiality while handling sensitive financial information

Benefits

• Medical and Dental Insurance
• 401(k) Plan with Company Match
• Cell Phone Allowance: $30/month
• Apartment Rental Discounts
• Paid Time Off, Holidays, and Vacation Time
• Educational Reimbursement
• Continued training and advancement opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree