Accountant - Family Office

Lewis Group of Companies • Upland, CA

20h • $30 - $36 • Onsite

About The Position

Accountant, Family Office – Upland, CA Company: Lewis Group of Companies About Us Lewis Group of Companies is a collection of separate, independent entities focused on the real estate industry. With over 70 years of experience, we’re committed to creating lasting value for our employees, partners, and the communities we serve. Our culture is built on integrity, long-term relationships, and thoughtful planning. Your Role: Accountant, Family Office As an Accountant reporting to the Family Office Accounting Supervisor, you will support the financial operations of various trusts, private entities, and individuals. This role works closely with company ownership and senior executives and requires a high level of discretion, accuracy, and professionalism. The position focuses 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: Entry Level