Office manager • rancho cucamonga ca
Accountant, Family Office Upland, CA.Lewis Group of Companies is a collection of separate, independent entities focused on the real estate industry.With over 70 years of experience, we're committe... Show more
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Accountant, Family Office Upland, CA.Lewis Group of Companies is a collection of separate, independent entities focused on the real estate industry.With over 70 years of experience, we're committe... Show more
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The average salary range is between $ 40,420 and $ 71,038 year , with the average salary hovering around $ 51,892 year .
The average salary range is between $ 39,000 and $ 74,366 year , with the average salary hovering around $ 48,750 year .
Lewis Group of Companies is a collection of separate, independent entities focused on the real estate industry. With over 70 years of experience, we're committed to creating lasting value for our employees, partners, and the communities we serve. Our culture is built on integrity, long-term relationships, and thoughtful planning.
As an Accountant reporting to the Family Office Accounting Supervisor, you will support the financial operations of various trusts, private entities, and individuals. This role works closely with company ownership and senior executives and requires a high level of discretion, accuracy, and professionalism. The position focuses on day-to-day bookkeeping, reconciliations, and financial reporting within a family office environment.
Post monthly income, contributions, distributions, and interest accruals Process incoming invoices and prepare weekly check runs Prepare and present weekly cash reports Make deposits and maintain organized and accurate filing systems Prepare quarterly professional and administrative fee schedules Assist with quarterly and year-end financial statements Support cash flow forecasting and financial analysis Maintain confidentiality while handling sensitive financial information
Degree in Accounting or a related field preferred 2+ years of bookkeeping or accounting support experience strongly preferred Intermediate or advanced proficiency in Microsoft Excel QuickBooks experience required Solid understanding of debits, credits, and general ledger activity Strong analytical skills with high attention to detail Ability to prioritize multiple tasks and exercise sound judgment Proactive, dependable team player with a willingness to learn
MondayFriday, 8:00 a.m.5:00 p.m. This position is based in-office at the Upland Corporate Office
The Lewis Group of Companies reasonably expects to pay $31.00$36.00 per hour for this role, with actual compensation based on skills, experience, location, and business needs. Medical and Dental Insurance 401(k) Plan with Company Match Cell Phone Allowance: $30/month Apartment Rental Discounts Paid Time Off, Holidays, and Vacation Time Educational Reimbursement Continued training and advancement opportunities
At Lewis, we're more than a real estate organizationwe're a family-led community builder. We invest in our people and take pride in creating a collaborative, respectful environment where employees can grow professionally and personally.
Lewis Management Corp. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Please note: This posting is a summary of the role's primary duties. For a comprehensive list of essential functions, physical demands, and formal requirements, please request the full internal job description.
