Job Details

Family Office Accountant
Compensation: $65,000 to $85,000 DOE + discretionary bonus

Why Consider This Family Office Accountant Role:

• Team Tenure - Work alongside highly tenured professionals who are passionate about what they do and committed to mentorship.
• Collaborative Culture - Enjoy a collegial, team-oriented environment where integrity and mutual respect are key values.
• Professional Growth - Exposure to sophisticated investment strategies and complex financial operations that help sharpen your skills.
• 100% paid medical and vision benefits!

Key Responsibilities of the Family Office Accountant:

• Oversee day-to-day accounting operations, including journal entries, reconciliations, and month-end close
• Manage the general ledger with accuracy and attention to detail, ensuring timely and compliant financial reporting
• Partner with internal and external teams to resolve client-specific accounting inquiries
• Support the treasury function by tracking cash movements, investment funding, and capital calls
• Assist with process improvements to streamline reporting, documentation, and client deliverables

Qualifications of the Family Office Accountant:

• Bachelor's degree in Accounting
• 3+ years of full cycle accounting experience
• Prior family office, investment, or multi-entity experience