Family Office Accountant

Family Office Accountant

A private family office in the Peninsula is looking for an experienced Family Office Accountant to join its growing team. This is a unique opportunity to step into a hands-on role supporting a multigenerational family with a significant and diversified investment portfolio. The family office is in the process of creating a more formal and streamlined infrastructure, so this person will have the opportunity to help build and improve processes rather than simply inherit an established accounting function.

What You'll Do

• Oversee day-to-day family office accounting, including bill payment, general ledger activity, reconciliations, and financial reporting

• Partner on the development and ongoing management of the annual family office budget

• Coordinate with tax professionals, estate planning advisors, investment professionals, banks, and other external partners

• Maintain accurate financial information and identify gaps, inconsistencies, or missing data

• Help establish and improve accounting processes, controls, reporting, and documentation

• Support various financial and administrative needs across the family office

• Take ownership of special projects and other initiatives as the family office continues to evolve

• Serve as a trusted resource to the family and its external advisors, bringing organization and follow-through to a wide range of responsibilities

• 5+ years of Family Office accounting experience

• Strong foundation in general accounting, financial reporting, and financial operations

• Experience working directly with a family, principal, or high-net-worth individual/family is highly preferred

• Comfortable coordinating with outside CPAs, attorneys, investment professionals, banking partners, and other advisors

• Strong attention to detail with the ability to understand the bigger picture

• Comfortable working in an environment where priorities can shift and responsibilities may evolve