{"id":931822,"url":"https://alion.io/job/bridgestrust-family-office-senior-client-accountant","title":"Family Office, Senior Client Accountant","company":{"id":671435,"name":"Bridges Trust","domain":"bridgestrust.com","url":"https://alion.io/company/bridgestrust","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Rippling","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Omaha, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":75000,"max_usd":145000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1786},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"QuickBooks","optional":false}],"status":"live","first_seen_at":"2026-09-14T20:13:32Z","employer_posted_date":"2026-09-14","last_verified_at":"2026-09-26T01:04:59Z","board_verified":true,"closed_at":null,"days_open":11,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":11},"description":"About Bridges Trust\nBridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations.\nBridges Trust is built on the tenacity and ethic of our team members. We are united in our commitment to deliver expertise and unparalleled service and look forward to adding team members who align with our values of trust, service, excellence, and performance.\nAbout the role\nThe Senior Client Accountant provides comprehensive treasury, bookkeeping, and financial reporting services to ultra-high-net-worth families, trusts, foundations, and other investment management clients with complex financial needs. This role oversees key accounting processes, coordinates tax information with external advisors, and delivers accurate, customized financial reporting.\nThis is a newly added role to our Client Accounting team to support growth. As a subject matter expert within the Client Accounting team, the Senior Client Accountant will also help strengthen processes and build scalable solutions that support the continued growth of the firm’s Family Office services.\nWhat you'll do\nCreate and maintain general ledger accounts and financial reporting for ultra-high-net-worth families and related entities, including trusts, foundations, brokerage accounts, and operating companies.\nAccount for a broad range of investments, including equities, fixed income, private equity partnerships, private real estate, and direct investments.\nOwn core accounting processes, including reconciliations, financial statement review, and month-end close.\nCollect, organize, and track tax information for external CPAs and tax advisors, working directly with advisors to resolve outstanding items.\nManage intercompany and interfamily notes payable and receivable, including transaction activity, interest calculations, balances, and reconciliations.\nPartner with internal teams to support the preparation and filing of Form 1099 tax statements.\nPrepare and maintain customized client financial reports on a recurring basis and upon request.\nServe as a subject matter expert and resource to members of the Client Accounting team.\nIdentify opportunities to improve processes, strengthen controls, and increase the scalability of the client portfolio.\nParticipate in special projects and perform other responsibilities as assigned.\nQualifications\nRequired Qualifications\nBachelor’s degree in accounting.\nAt least five years of experience in corporate, partnership, trust, or family office accounting.\nAt least five years of experience working collaboratively in a team environment; prior supervisory experience is preferred.\nAt least two years of client service experience.\nStrong communication, analytical, and problem-solving skills.\nExcellent organizational and time-management skills, with the ability to manage competing priorities and meet deadlines.\nAdvanced proficiency in QuickBooks and working knowledge of Microsoft Excel.\nDemonstrated ability to protect confidential financial and personal information and exercise sound judgment and discretion.\nPreferred Qualifications\nActive or inactive CPA license, or a master’s degree in accounting or business administration.\nAt least two years of public accounting experience in tax or audit.\nExperience serving ultra-high-net-worth individuals and families.","description_format":"text","description_chars":3736,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Family Offices","Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-15T12:27:10Z"}],"liveness":{"score":81,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.81,"p_room":1,"age_days":10,"expected_fill_days":42,"reasons":["conf:3","win:early"],"computed_at":"2026-09-25T05:45:01Z"},"pay":null,"html_url":"https://alion.io/job/bridgestrust-family-office-senior-client-accountant","json_url":"https://alion.io/job/bridgestrust-family-office-senior-client-accountant.json","meta":{"generated_at":"2026-09-26T01:09:57Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":1135,"day_limit":5000,"remaining_today":3865,"minute_limit":60,"resets_at":"2026-09-27T00:00:00Z"}}}