Family Office Accountant

We are seeking a highly organized, hands-on accounting professional to support a private family office overseeing multiple entities and investments. This role is responsible for day-to-day bookkeeping, financial reporting, cash tracking, and coordination with external CPA firms and advisors.This is an operational accounting role for someone who enjoys owning the details, maintaining accurate financial records, improving processes, and ensuring that accounting and compliance matters are handled proactively and professionally.The ideal candidate is dependable, discreet, detail-oriented, and comfortable managing both transactional accounting work and higher-level coordination responsibilities.ResponsibilitiesMaintain books and records for multiple entities using QuickBooks and related systemsPerform bank, brokerage, and balance sheet reconciliationsManage accounts payable, cash tracking, and expense categorizationPrepare monthly and quarterly financial reporting packagesCoordinate with external CPA firms on tax compliance, K-1s, year-end reporting, and related mattersOrganize and maintain accounting, tax, and entity documentationTrack filing deadlines, tax notices, and compliance requirementsAssist with budgeting, cash flow monitoring, and reporting requestsSupport investment, partnership, trust, and real estate accounting activities as neededIdentify and implement process improvements and operational efficienciesWork closely with ownership and external advisors in a confidential environmentQualifications5+ years of accounting experienceStrong bookkeeping and general ledger accounting experienceExperience managing accounting for multiple entities preferredCPA preferred but not requiredFamily office, private investment, real estate, or small/mid-sized CPA firm experience is a plusStrong understanding of financial reporting and month-end close processesExperience coordinating with outside accounting and tax firmsHighly proficient in QuickBooks and ExcelStrong organizational and communication skillsHigh level of discretion, professionalism, and attention to detailSelf-starter who is comfortable operating independentlyPreferred AttributesCalm, organized, and process-orientedHands-on and willing to personally own the workProactive communicator and problem solverComfortable in a small, entrepreneurial environmentLong-term mindset and strong sense of accountabilityCompensationCompetitive base salaryPerformance bonus opportunityFlexible/hybrid work environment availableLong-term growth opportunity within a stable private office environment