The Lewis Group of Companies ยท 18 hours ago
Accountant - Family Office
Upland, California
Full-time
Onsite
Entry Level
$30/hr - $36/hr
2+ years expLewis Group of Companies is a collection of separate, independent entities focused on the real estate industry. As an Accountant, you will support the financial operations of various trusts, private entities, and individuals, focusing on bookkeeping, reconciliations, and financial reporting within a family office environment.
Building MaterialReal Estate
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
Qualification
Required
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
Preferred
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
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
Company
The Lewis Group of Companies
The Lewis Group of Companies is a real estate company that offers acquisition, development and management services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
John Goodman
CEO
C
Chris Engquist
Chief Financial Officer
Recent News
2025-04-12
Business Wire
2025-04-09
Company data provided by crunchbase