Luck Companies · 1 week ago
Staff Accountant - Family Office
Manakin Sabot, Virginia, United States
Full-time
Onsite
Mid Level
3+ years expLuck Companies is a family office organization, and they are seeking a Staff Accountant to manage daily accounting operations for multiple family entities. The role involves financial reporting, payroll processing, accounts payable, and supporting various operational projects.
CommunitiesMiningReal Estate
Responsibilities
Manage daily accounting for multiple family entities using QuickBooks
Prepare journal entries and maintain general ledger operations
Perform monthly close and prepare monthly financial statements
Reconcile bank accounts, credit cards, loans, and investment-related activity
Prepare financial analysis, forecasts, or projections as requested
Create and maintain data visualizations and dashboards that illustrate financial trends, spending patterns, and forecasting insights
Support annual budgets and assist with year-end financial tasks
Process payroll for household staff
Ensure compliance with relevant state and federal payroll requirements
Remain current on changes in payroll and benefits regulations and operational best practices
Maintain payroll records and assist with annual reporting (W-2, 1099, etc.)
Manage bill pay from invoice intake through approval and payment
Maintain vendor records; ensure proper documentation and coding
Track cash flow across entities and coordinate funding requests as needed
Monitor and resolve banking issues, including unusual or urgent items
Assist with accounting and recordkeeping for real estate and investment entities
Maintain organized financial files for audit and tax support
Work with external advisors as needed for legal, insurance, or banking matters
Assist with operational projects across the family office, including process improvements, documentation updates, and systems enhancements
Support policy maintenance and ongoing research of best practices across accounting, payroll, operations, and governance
Maintain sensitive financial and personal data in accordance with privacy and security standards
Identify opportunities for enhanced technology, automation, or AI tools that improve accuracy, efficiency, and workflow across the office
Provide support on family events, travel, or special initiatives requiring financial coordination
Participate in developing and improving internal controls to safeguard family assets
Qualification
Required
Bachelor's degree in Accounting or Finance preferred
3+ years of accounting experience and/or strong bookkeeping experience (5+ years) with full ownership of books
Proficient in QuickBooks (Online or Desktop)
Strong Excel and Microsoft Office skills
Highly organized, accurate, and comfortable working with sensitive information
Company
Luck Companies
Luck Companies specializes in real estate businesses.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Charlie Luck
CEO & Chairman, Luck Companies
Recent News
UPSTATE BUSINESS JOURNAL
2025-01-08
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