Senior Family Office Associate

Now Hiring: Senior Family Office Associate

Pivot CPAs – Family Office Services

Location: Ponte Vedra Beach, FL

Employment Type: Full-Time | On-Site

Are you a trusted advisor with a passion for serving high-net-worth families? At Pivot CPAs, we go Beyond Accounting—and that includes delivering white-glove service to our Family Office clients. We’re looking for a Senior Family Office Associate to join our growing team and help manage the complex financial lives of successful individuals and families.

This is a high-touch, relationship-driven role that blends accounting, financial coordination, and strategic support. You’ll work closely with our Family Office Administrator and Controller, as well as directly with clients, attorneys, and investment advisors.

Key Responsibilities:

• Manage day-to-day financial operations for high-net-worth clients, including bill pay, cash flow tracking, and account reconciliations
• Prepare and review financial reports, net worth statements, and investment summaries
• Coordinate with external advisors (CPAs, attorneys, investment managers) on tax planning, estate planning, and compliance matters
• Support the preparation and review of individual, trust, and entity tax documents (in collaboration with the tax team)
• Maintain accurate records of client activity, including charitable contributions, capital calls, and distributions
• Assist with onboarding new family office clients and maintaining client portals and documentation
• Identify opportunities to streamline processes and enhance client service
• Maintain strict confidentiality and discretion in all client matters

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field
• 5–7 years of experience in family office, private client services, or high-net-worth financial operations
• Tax background preferred (CPA or EA a plus)
• Strong understanding of financial statements, investment reporting, and estate/trust structures
• Excellent communication and relationship management skills
• High level of discretion, integrity, and attention to detail
• Proficiency in Microsoft Excel and accounting software (QuickBooks, bill pay platforms, etc.)

Why Pivot CPAs?

We believe in hiring great people and giving them the tools, trust, and support to thrive. At Pivot, your voice is heard, your growth is supported, and your contributions are recognized.

As a proud BDO Alliance USA member firm, we offer the personalized service of a local firm with the resources and reach of a global network.

We Offer:

• Competitive compensation
• Medical, dental, and vision insurance benefits
• 401(k)
• 15 days of PTO 12 paid holidays, including the Week of July 4th off
• Budget for paid professional development and continuing education
• A collaborative, inclusive, and client-focused culture

Ready to Pivot Your Career? If you're looking for a role where your expertise is valued and your work makes a difference in clients’ lives, we’d love to hear from you. Apply today or message us directly to start the conversation.