Staff Accountant

This is Hybrid role (4 days in office /1 day remote)

About your Team:

We are seeking a detail-oriented and experienced Staff Accountant to join our finance team in our Family Office. The ideal candidate will have 2-3 years of accounting experience and will be responsible for managing various accounting functions, ensuring accuracy in financial reporting, and supporting month-end and year-end close processes.

What will be your responsibilities within IBKR:

Financial Reporting & Analysis

• Assist in preparation and review of monthly, quarterly, and annual financial statements
• Analyze financial data and provide insights to management
• Ensure compliance with GAAP/IFRS standards
• Assist in the preparation of management reports

General Accounting

• Manage general ledger accounts and perform account reconciliations
• Process journal entries and ensure accurate recording of transactions
• Maintain fixed asset register and calculate depreciation
• Review expense reports and vendor invoices

Month-End & Year-End Close

• Lead month-end and year-end closing processes
• Prepare and post-closing entries
• Ensure timely completion of all closing activities
• Coordinate with other family office members to gather necessary information

Audit & Compliance

• Assist with external audits
• Prepare audit schedules and supporting documentation
• Support tax preparation and planning activities

Process Improvement

• Identify opportunities to streamline accounting processes
• Implement best practices and internal controls
• Assist in the development and documentation of accounting procedures

What required skills you need:

• Bachelors degree in Accounting
• CPA candidate or pursuing CPA certification (preferred)
• 2-3 years of progressive accounting experience
• Experience with month-end close processes
• Proficiency in general ledger accounting
• Strong knowledge of GAAP principles
• Advanced proficiency in Microsoft Excel
• Experience with accounting software (QuickBooks, Archway, or similar)
• Familiarity with ERP systems
• Strong analytical and problem-solving skills
• Excellent attention to detail and accuracy
• Ability to manage multiple priorities and meet deadlines
• Strong communication skills (written and verbal)
• Team player with ability to work independently

Company Benefits & Perks

• Competitive salary, annual performance-based bonus and stock grant
• Retirement plan 401(k) with competitive company match
• Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium.
• Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
• Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack
• Corporate events including team outings, dinners, volunteer activities and company sports teams
• Education reimbursement and learning opportunities