Accountant - Family Office

The Lewis Group of Companies
Upland, CA
Category Accounting
Job Description
The Lewis Group of Companies is seeking an Accountant to support the financial operations of various trusts, private entities, and individuals. The role involves core bookkeeping, reconciliations, and financial reporting, and requires a degree in Accounting or a related field and 2+ years of bookkeeping or accounting support experience.

Requirements

  • Degree in Accounting or a related field preferred
  • 2+ years of bookkeeping or accounting support experience strongly preferred
  • Proficient in Excel (intermediate or higher)
  • QuickBooks experience is required
  • Solid understanding of debits and credits and general ledger activity
  • Strong analytical skills with attention to detail
  • Ability to prioritize and manage multiple tasks with sound judgment

Benefits

  • Full medical and dental benefits
  • 401k savings plan with company match
  • Cellphone allowance
  • Apartment discounts
  • Paid holidays
  • Vacation time
  • Educational reimbursement
  • Continued training
  • Advancement opportunities
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