Associate, Family Office
Core
Provide accounting and consulting services to ultra-high net worth individuals and family clients, including partnership accounting, financial reporting, cash management, and bill payment.
Role type
Associate, Family Office Accounting
Builds
Financial statements, budget reports, tax packages, and intergenerational wealth strategy advice for family office clients.
Domain
Professional Services / Family Office / Accounting
Required skills
General ledger maintenance, journal entry posting, monthly close coordination, budget management, financial statement preparation, accounts payable supervision, bank/brokerage reconciliation, 1099 reporting, tax package preparation, client inquiry response, project management, GAAP familiarity, confidentiality adherence, organization, time management.
Preferred skills
CPA eligibility, QuickBooks proficiency, entrepreneurial networking skills, team mentorship.
Technologies
Microsoft Office, QuickBooks
Responsibilities
Maintain general ledgers and generate journal entries; coordinate monthly close and prepare financial statements; supervise accounts payable function; reconcile bank and brokerage accounts; prepare year-end 1099s and tax packages; respond to client requests; handle special projects.
Seniority
Junior, hands-on IC