Position Overview
Description
A Family Office Accountant manages the daily financial affairs, bookkeeping, and reporting for high-net-worth individuals, trusts, and investment entities.
Key responsibilities include preparing financial statements, handling accounts payable/receivable, tax compliance, cash flow management, and, crucially, maintaining high confidentiality.
The role requires a bachelorβs degree in accounting/finance, 2-5+ years of experience, proficiency in QuickBooks and Excel.
If you are a qualified Family Office accountant, please contact me with a resume at joe.ciavardini@roberthalf
Key Job Responsibilities
+ Accounting & Bookkeeping: Maintain general ledgers and charts of accounts for multiple entities, including LLCS, trusts, and personal accounts.
+ Financial Reporting: Prepare GAAP-compliant financial statements, balance sheets, and income statements.
+ Cash Flow & Banking: Monit...