Family Office Accountant
Job Description
JOB DESCRIPTION
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
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Date Posted
09/02/2025
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