Kaufman Search Group
Overview
Our client, the Horowitz Group in Newport Beach, has retained us to identify a Senior Accountant. This is a newly created position due to the growth of the company. This position will report to the Controller and is required to be in the office 5 days a week. The Senior Accountant will support the Controller with monthly closes, reconciliations, and financial reporting, while coordinating closely with the SVP of Real Estate on real estate matters. The Senior Accountant will also play a critical role in ensuring accurate, timely handling of family beneficiary requests, disbursements, and trust accounting. This is a hands-on role that combines daily transactional execution with broader accounting and reporting responsibilities, offering growth potential into a senior accounting leadership position. Horowitz Group is a single family office based in Southern California with roots in the ready-mix concrete industry. Since selling Standard Concrete in 1990, the family has invested opportunistically in private businesses, real estate, and alongside alternative investment managers. Their investment philosophy is centered on aligning interests and the virtues of patient capital. They have applied this discipline over three generations, deploying capital across various industries with like-minded operators. The company provides a compensation package that includes a base salary and discretionary bonus, plus a benefits package that includes 401(k), Medical, Dental and Vision insurance that the company pays 100% of the premium for the employee and all dependents. Additional benefits include free parking and a catered lunch for everyone on Tuesday. Key Responsibilities
Accounting & Reporting: Assist with general ledger accounting, journal entries, and reconciliations. Support monthly and quarterly financial close processes across multiple entities. Prepare schedules and supporting workpapers for tax reporting and trustee committee meetings. Work with the Controller on consolidations and intercompany transactions. Review and book monthly property-level accounting data received from third-party managers. Review real estate reports for accuracy and proper coding into the family office’s accounting system. Process loan applications on real estate assets. Assist with capital calls, distributions, and investment tracking as needed. Trust & Beneficiary Disbursements
Interface with and process promptly beneficiary and family-member requests for reimbursements and disbursements. Maintain organized records of all transactions to support trustee committee reviews. Qualifications
Bachelor’s degree in Accounting, Finance, or related field 5–10 years of accounting experience, ideally in fund accounting, real estate, trust accounting, or family office/wealth management. Strong technical accounting and reconciliation skills. Experience with multi-entity structures and intercompany accounting. Comfort working in a small-team, high-trust environment with direct exposure to principals and beneficiaries. Excellent organizational skills and attention to detail. Proficiency in QuickBooks, Sage 100, NetSuite, or similar systems; experience with AP workflow or trust accounting software a plus.
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Our client, the Horowitz Group in Newport Beach, has retained us to identify a Senior Accountant. This is a newly created position due to the growth of the company. This position will report to the Controller and is required to be in the office 5 days a week. The Senior Accountant will support the Controller with monthly closes, reconciliations, and financial reporting, while coordinating closely with the SVP of Real Estate on real estate matters. The Senior Accountant will also play a critical role in ensuring accurate, timely handling of family beneficiary requests, disbursements, and trust accounting. This is a hands-on role that combines daily transactional execution with broader accounting and reporting responsibilities, offering growth potential into a senior accounting leadership position. Horowitz Group is a single family office based in Southern California with roots in the ready-mix concrete industry. Since selling Standard Concrete in 1990, the family has invested opportunistically in private businesses, real estate, and alongside alternative investment managers. Their investment philosophy is centered on aligning interests and the virtues of patient capital. They have applied this discipline over three generations, deploying capital across various industries with like-minded operators. The company provides a compensation package that includes a base salary and discretionary bonus, plus a benefits package that includes 401(k), Medical, Dental and Vision insurance that the company pays 100% of the premium for the employee and all dependents. Additional benefits include free parking and a catered lunch for everyone on Tuesday. Key Responsibilities
Accounting & Reporting: Assist with general ledger accounting, journal entries, and reconciliations. Support monthly and quarterly financial close processes across multiple entities. Prepare schedules and supporting workpapers for tax reporting and trustee committee meetings. Work with the Controller on consolidations and intercompany transactions. Review and book monthly property-level accounting data received from third-party managers. Review real estate reports for accuracy and proper coding into the family office’s accounting system. Process loan applications on real estate assets. Assist with capital calls, distributions, and investment tracking as needed. Trust & Beneficiary Disbursements
Interface with and process promptly beneficiary and family-member requests for reimbursements and disbursements. Maintain organized records of all transactions to support trustee committee reviews. Qualifications
Bachelor’s degree in Accounting, Finance, or related field 5–10 years of accounting experience, ideally in fund accounting, real estate, trust accounting, or family office/wealth management. Strong technical accounting and reconciliation skills. Experience with multi-entity structures and intercompany accounting. Comfort working in a small-team, high-trust environment with direct exposure to principals and beneficiaries. Excellent organizational skills and attention to detail. Proficiency in QuickBooks, Sage 100, NetSuite, or similar systems; experience with AP workflow or trust accounting software a plus.
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