Family Office Investment Accounting Leader

1 day ago


Kannur, Kerala, India beBeeaccounting Full time ₹ 10,00,000 - ₹ 15,00,000

We are seeking a seasoned investment accounting professional to lead our family office's financial operations. This critical role requires expertise in both investment and general ledger accounting, as well as a deep understanding of consolidated concepts and private equity accounting.

The ideal candidate will have at least 9 years of experience in US accounting with a strong background in:

  • General ledger accounting
  • Investment accounting (experience with platforms such as Sage, QBO, Geneva, Investran)
  • Consolidated accounting concepts (eliminating entries)
  • Private equity accounting
  • Wealth enterprise accounting (entity cost allocation)
  • Trust & foundation accounting
  • BASIC TAX TREATMENTS
  • Diverse experience in investment and personal accounting, especially for family enterprises
  • Experience in a reviewer role and staff/project management
  • Strong analytical, research, and problem-solving skills
Preferred Qualifications:
  • Hands-on experience with both investment performance platforms (e.g., Black Diamond) and accounting systems (e.g., Sage, QBO)
  • A proven track record in investment accounting for family offices or similar environments
  • The ability to train and support staff on complex accounting entries and reconciliations


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