JOB SUMMARY
We are a Utah-based family office managing multiple companies and investment funds. We are looking for a detail-oriented, motivated Accountant to own the day-to-day and long-term financial operations across our portfolio. This role goes beyond traditional bookkeeping — you will take ownership of recurring financial processes, maintain audit-ready records, and help build scalable systems that support a growing portfolio of entities.
KEY RESPONSIBILITIES
General Accounting & Bookkeeping
Perform bookkeeping and maintain accurate financial records across multiple entities
Process and categorize financial transactions across all supported entities
Track accounts payable (AP), including invoice entry, coding, and payment tracking
Track accounts receivable (AR), including invoice tracking and follow-up on outstanding balances
Reconcile bank and financial accounts on a regular basis
Track loan payments and maintain supporting documentation
Review and categorize expenses in expense platforms
Assist with employee reimbursement review, documentation, and approval tracking
Reporting & Compliance
Prepare and manage annual financial reports across entities
Assist with budget tracking and cash flow reporting
Coordinate and support federal and state tax filings, working with outside CPAs and legal counsel as needed
Monitor and maintain business registrations, licenses, and compliance filings across all entities
Keep accounting documentation organized and audit-ready at all times
Provide a weekly summary of outstanding accounting items requiring review
Fund & Entity Operations
Support fund accounting and record-keeping as needed
Maintain AP and AR tracking schedules across entities
Prepare reconciliation support documentation for review
Handle confidential financial information responsibly and with discretion
Systems & Process Improvement
Identify process improvements and help build scalable financial systems
Maintain organized financial documentation and records across all entities
QUALIFICATIONS
Bachelor's degree in Accounting, Finance, or a related field
0–3 years of experience (internship experience welcomed)
Familiarity with accounting software such as QuickBooks or similar
Comfortable working with spreadsheets and financial data
Strong attention to detail and organizational skills
Strong written communication and documentation skills
Ability to manage multiple recurring tasks, priorities, and deadlines across different entities simultaneously
Comfortable working in a small, lean team environment
Ability to handle confidential financial information responsibly
CPA candidacy or interest in pursuing CPA licensure is a plus
