Senior Accountant
About The Position
The Cox Family Office Finance Team is seeking a highly motivated, detail‑oriented Senior Accountant to join our Individual & Trust Accounting team – an integral function at the heart of a sophisticated and dynamic family office environment. This unique role provides the opportunity to contribute across a wide range of accounting functions, supporting the financial administration of high‑net‑worth individuals, a multi-generational family, and strategic trust structures. As part of a collaborative and service-driven team, the ideal candidate brings strong technical expertise, a refined attention to detail, and a proactive, solutions-oriented mindset. A role within Family Office finance represents one of the most distinctive and intellectually rewarding niches within the broader financial services industry. Unlike traditional corporate finance or public accounting, a family office operates as a private wealth management firm dedicated exclusively to serving the complex financial needs of ultra-high-net-worth families – managing assets across multiple generations, geographies, and asset classes simultaneously. Professionals in this space gain rare, cross-functional exposure to sophisticated investment portfolios, trust and estate structures, tax planning, philanthropic vehicles, and direct private investments – all under one roof. The family office model demands a uniquely elevated standard of discretion, judgment, and technical depth, and in return offers unparalleled breadth of experience and long-term career development within a collegial, mission-driven environment. This individual will report to the Manager of Accounting in the Finance Group. He/she may collaborate with the additional teams within the Family Office. The Senior Accountant will be based in Atlanta. In-office days will be required.
Requirements
- Minimum Bachelor’s degree in Accounting, Finance, or related field required
- Minimum of 4+ years of relevant accounting experience; experience in public accounting or family office environments preferred OR MS degree + 2 years of experience OR Ph.D. + up to 1 years of experience
- CPA designation or progress toward certification strongly preferred
- Strong attention to detail and accuracy, especially in data-entry work.
- Solid understanding of accounting concepts and financial statements.
- Proficiency in Microsoft Excel and comfort with accounting software.
- Strong organizational skills with the ability to manage multiple tasks and deadlines.
- Excellent communication skills and a willingness to learn in a team‑oriented environment.
- High level of discretion and professionalism when handling confidential financial information.
Responsibilities
- Recording and reviewing high volumes of financial data, including credit card transactions, banking activity, and other general ledger entries.
- Preparing and posting daily, monthly, and recurring journal entries, including accruals.
- Performing bank reconciliations and balance sheet reconciliations.
- Maintaining and monitoring fixed asset tracking.
- Prepare the monthly close process.
- Partnering with internal teams to coordinate accounting matters and improve processes.
- Learning and adhering to all relevant company accounting policies.
- Leading special projects, process improvement initiatives, and ad hoc tasks as assigned.
Benefits
- Flexible vacation with pay
- Seven paid holidays
- Up to 160 hours of paid wellness annually
- Bereavement leave
- Time off to vote
- Jury duty leave
- Volunteer time off
- Military leave
- Parental leave
- Health care insurance (medical, dental, vision)
- Retirement planning (401(k))
- Paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
