We are a private family office managing diverse investments, trusts, and personal financial affairs. Our office oversees real estate, portfolio investments, and multigenerational wealth planning. 

We are seeking a detail-oriented Family Office Accountant to join our team and ensure accurate financial reporting, proactive cash management, and seamless coordination with external advisors.

Key Responsibilities

· Accounting & Reporting

o Maintain general ledgers for family entities, trusts, and partnerships.

o Prepare monthly/quarterly/annual financial statements and consolidated reports.

o Reconcile bank, brokerage, and investment accounts.

· Tax & Compliance

o Coordinate with tax advisors for annual filings (individual, trust, partnership, corporate).

· Cash & Investment Management

o Monitor cash flow and liquidity across entities.

o Track capital calls, distributions, loans, and intercompany transfers.· Administration

o Manage vendor payments, expense reimbursements, and household payroll.

o Assist with insurance renewals, property management, and philanthropic giving records.

o Assist with other special projects as needed· Advisory Support

o Liaise with attorneys, investment managers, and bankers on behalf of principals.

o Provide ad hoc reporting and analysis for decision-making.

Qualifications

· Bachelor’s degree in Accounting, Finance, or related field· 3–7 years of experience in public accounting, private wealth, family office, or investment management.

· Proficiency with accounting software (QuickBooks, Sage Intacct, or similar) and Excel.

· Excellent organizational skills, discretion, and ability to handle confidential information.

· Strong communication skills for liaising with principals and external advisors.

What We Offer

· Competitive salary and performance-based bonus.

· Collaborative, family-oriented work environment with long-term stability

Job Type: Full-time

Work Location: In person