Family Office Accountant

Our client is a multi-family office that provides tailored wealth management services to high-net-worth families, integrating investment strategies with estate and tax planning to preserve and grow generational wealth. The Family Office Accountant will focus on bill pay and legal entity accounting for a select number of clients.

Responsibilities

Provide bill payment services including all regular and non-recurring expenses; Onboard clients onto the bill payment platform including reviewing and documenting all relevant bills and invoices; Provide cash flow support ensuring each entity’s accounts are appropriately funded and all distributions are processed; Coordinate all payments for lines of credit, loans, and insurance related premiums; Provide budgeting and cash flow projections; Monitor investment activities with respect to liquidity management; Prepare financial statement on an entity basis including balance sheet, income statement, and statement of cash flows; Coordinate with tax accountants on all tax related payments; Coordinate with third parties with the fulfilment of charitable obligations

Requirements

Bachelor’s degree required; 2-4 years of related accounting experience; Experience working in a client facing role within public accounting, multifamily office, and/or single-family office; Experience with personal tax compliance; Ability to maintain a chart of accounts and the general ledger

Nice to have

Prior experience with AgilLink