What are the responsibilities and job description for the Senior Accountant - High-Net-Worth Accounting position at Burnett Specialists?

Job Description

Senior Accountant - High-Net-Worth Accounting We are seeking an experienced Accountant, with high-net-worth accounting experience, to manage and oversee diverse accounting functions for a variety of personal and investment-related entities. This position involves handling complex financial operations, maintaining accurate records, and delivering detailed insights. Proficiency in QuickBooks and a solid understanding of accounting principles are essential for success in this role.Responsibilities :

Financial Management : Maintain accurate financial records using QuickBooks for multiple entities, including operational assets, real estate holdings, and other investments.
General Ledger Oversight : Record and reconcile financial transactions across various entities to ensure accuracy and compliance.
Accounts Payable / Receivable : Process and reconcile invoices, expenses, and payments, ensuring timely and precise financial operations.
Financial Reporting : Prepare regular reports, including income statements, balance sheets, and cash flow analyses, providing clear insights to stakeholders.
Budgeting & Forecasting : Support budget development and monitor financial performance across entities. Offer data-driven recommendations for strategic planning.
Tax Compliance : Collaborate with external tax professionals to ensure accurate and timely tax filings for personal and entity-related obligations.
Financial Analysis : Conduct detailed evaluations of operational and investment performance, identifying trends and areas for improvement.
Internal Controls : Develop and maintain strong internal processes to safeguard financial data and ensure regulatory compliance.
Collaboration : Work closely with internal and external stakeholders to address inquiries, provide insights, and support strategic decision-making.

Qualifications :

Bachelor's degree in Accounting or related field.

Proficiency in QuickBooks with hands-on experience managing complex financial systems.

Strong understanding of accounting principles, financial reporting, and tax compliance.

Prior experience in a private office, family office, or working with high-net-worth individuals is preferred.

Exceptional analytical skills and attention to detail.

Discretion and professionalism when handling confidential information.

Effective communication and collaboration skills.

Self-motivated and capable of managing multiple priorities effectively.

Familiarity with agricultural or real estate operations is a plus but not required.

HOUAC49

Company Description

About Burnett Specialists

Burnett Specialists is a top-ranked, 100% employee-owned recruiting firm with over 50 years of expertise in connecting top talent with exceptional companies. Headquartered in Texas, we specialize in placing professionals in Accounting, IT, HR, Marketing, Engineering, Sales, Legal, Supply Chain, and Administrative roles across major cities, including Houston, Austin, Dallas, San Antonio, and El Paso.

With a proven track record of responsiveness, cost savings, and full-spectrum staffing solutions — from temporary and temp-to-hire to payrolling and direct hire placements — we are committed to exceeding expectations and delivering unparalleled results.

As a Woman-Owned Business Enterprise (WBE), we take pride in building long-term relationships with our clients and candidates while fostering integrity, professionalism, and community involvement.

Visit us at : www.burnettspecialists.com

Company Description

About Burnett Specialists Burnett Specialists is a top-ranked, 100% employee-owned recruiting firm with over 50 years of expertise in connecting top talent with exceptional companies. Headquartered in Texas, we specialize in placing professionals in Accounting, IT, HR, Marketing, Engineering, Sales, Legal, Supply Chain, and Administrative roles across major cities, including Houston, Austin, Dallas, San Antonio, and El Paso. With a proven track record of responsiveness, cost savings, and full-spectrum staffing solutions — from temporary and temp-to-hire to payrolling and direct hire placements — we are committed to exceeding expectations and delivering unparalleled results. As a Woman-Owned Business Enterprise (WBE), we take pride in building long-term relationships with our clients and candidates while fostering integrity, professionalism, and community involvement. Visit us at : www.burnettspecialists.com Follow us on , Facebook, and Instagram for the latest job opportunities and industry insights!

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Senior Accountant - High-Net-Worth Accounting

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