What are the responsibilities and job description for the Family Office Accountant position at Arrow Search Partners?
About The Company
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
$80,000-$125,000
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
- 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
- Prior experience with AgilLink a plus
$80,000-$125,000
Salary : $80,000 - $125,000