Family Office Accountant

Company Overview:

A multi-family office specializing in servicing ultra-high net worth individuals with complex financial needs is seeking a Family Office Accountant. The role involves providing day-to-day reporting and supporting tax and trust & estate planning for clients.

Job Responsibilities:

• Develop a deep understanding of clients’ financial picture, including trusts and related entities
• Monitor cash flow activity, payroll, tax payments, and insurance policies
• Maintain organized and accurate supporting documentation of all transactions
• Comprehensive bill pay and investment tracking
• Create and maintain personal financial statements in QuickBooks
• Perform financial statement consolidations
• Assemble and organize information for tax preparation
• Assist with ad hoc internal accounting, HR functions, and tax projects

Qualifications:

• Bachelor’s degree in finance or accounting
• At least two years of experience in an accounting or finance role
• QuickBooks & MS Excel experience required

Compensation:

Salary: $90,000 – $120,000 + Bonus