What are the responsibilities and job description for the Family Office Accountant position at Elite Placement Group, LLC?
Family Office Accountant
Join a highly respected private wealth and family office organization that provides customized financial, tax, estate, and advisory services to high-net-worth individuals, trusts, foundations, and family entities.
This is an excellent opportunity for an accounting professional with 2-4 years of experience who is looking to expand their exposure beyond traditional corporate accounting and work directly with complex family office structures.
Responsibilities:
• Assist with general ledger activities including cash management, bill pay, bank reconciliations, journal entries, and month-end close
• Prepare monthly financial statements and reports for individuals, trusts, foundations, and operating entities
• Maintain monthly accounting workpapers and supporting schedules
• Communicate regularly with clients and third-party advisors
• Collaborate with tax, advisory, and internal teams
• Support special projects and process improvement initiatives
Qualifications:
• Bachelor's degree in Accounting
• 2-4 years of accounting experience
• Strong attention to detail and organizational skills
• Self-motivated with the ability to work independently
• Excellent written and verbal communication skills
• Advanced Microsoft Office skills, particularly Excel
• QuickBooks experience is a plus
This position offers outstanding exposure to high-net-worth family office accounting, a collaborative culture, and significant opportunities for professional growth.
Apply confidentially today.
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