Family Office Accountant

The Family Office Accountant will be responsible for executing day-to-day accounting operations across a multi-entity structure, including but not limited to general ledger accounting, A/P & A/R, financial reporting, managing compliance, etc.

Responsibilities:

• Post transactions and maintain general ledgers
• Own all period-end account and bank reconciliations
• Perform monthly, quarterly, and year-end close, and produce financial statements for all entities
• Assist and support budget and forecasting activities
• Organize information flow to and from third parties (e.g., outside investments, external tax provider)
• Gather vendor information and prepare form 1099s
• Assist with special projects, process improvements, and other initiatives as needed

Qualifications:

• Bachelor’s Degree in Accounting
• 5+ years of accounting experience, family office experience preferred
• CPA a plus
• Experience in the small business or startup environment is preferred
• Strong attention to detail
• Strong communication skills, both verbal and written
• Ability to work well both independently and as a team
• Strong analytical and problem solving skills