What are the responsibilities and job description for the Family Office Accountant position at CFS?
Family Office Accountant
Compensation: $65,000 to $85,000 DOE discretionary bonus
Why Consider This Family Office Accountant Role
Compensation: $65,000 to $85,000 DOE discretionary bonus
Why Consider This Family Office Accountant Role
- Team Tenure – Work alongside highly tenured professionals who are passionate about what they do and committed to mentorship.
- Collaborative Culture – Enjoy a collegial, team-oriented environment where integrity and mutual respect are key values.
- Professional Growth – Exposure to sophisticated investment strategies and complex financial operations that help sharpen your skills.
- 100% paid medical and vision benefits!
- Oversee day-to-day accounting operations, including journal entries, reconciliations, and month-end close
- Manage the general ledger with accuracy and attention to detail, ensuring timely and compliant financial reporting
- Partner with internal and external teams to resolve client-specific accounting inquiries
- Support the treasury function by tracking cash movements, investment funding, and capital calls
- Assist with process improvements to streamline reporting, documentation, and client deliverables
- Bachelor's degree in Accounting
- 3 years of full cycle accounting experience
- Prior family office, investment, or multi-entity experience
Salary : $65,000 - $85,000