Family Office Accountant

We are seeking a detail-oriented Family Office Accountant to manage day-to-day accounting and monthly financial reporting for multiple family-owned businesses, trusts, and individuals. This role is well suited for an accounting professional with family office or trust accounting experience who understands the importance of accuracy, discretion, and personalized support.

In addition to managing financial records, you will support family members and management with administrative and personal needs. The ideal candidate is comfortable balancing multi-entity accounting responsibilities with the hands-on service expected in a family office.

What You’ll Do

• Prepare monthly financial statements for multiple family-owned businesses, trusts, and individuals.
• Reconcile bank and investment accounts, track financial activity, and maintain accurate records in family office accounting software.
• Manage bill payments and invoicing for family entities and individual family members.
• Keep financial records organized across multiple entities and accounts while maintaining strict confidentiality.
• Assist family members and management with scheduling, calendar management, phone calls, travel arrangements, property-related coordination, personal tasks, and local errands.
• Receive, sort, and coordinate incoming mail and deliveries for executives.
• Provide additional accounting and administrative support as needed.

Requirements

What You’ll Bring

• 3–5 years of multi-entity accounting experience, preferably supporting a family office or trusts.
• Proficiency in Intuit QuickBooks and Microsoft Office, including task-management functions.
• Strong organizational skills, attention to detail, and the ability to manage multiple accounts and priorities.
• Sound judgment and discretion when handling confidential financial and personal information.
• The ability to work independently while responding to the needs of management and family members.
• Experience preparing business reports and presentations.
• Bachelor’s degree in Accounting preferred.