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.
Position Responsibilities:
The Senior Accountant will be responsible for day‑to‑day and recurring accounting functions, including:
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.
We are seeking a collaborative and resourceful professional with strong organizational skills and the ability to manage multiple priorities effectively. The ideal candidate is receptive to feedback, committed to continuous learning, and demonstrates sound judgment when handling sensitive financial information. This individual is a self-starter who operates with a high degree of discretion, professionalism, and accountability.
Qualifications:
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.
Compensation:
Compensation includes a base salary in the range of $81,400.00 - $122,000.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate’s knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program.
Benefits:
The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company’s needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.
Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.
