Finance Associate - Family Office

Overview:

Our client is a Boston-based, private family office who is seeking a detail-oriented Finance Associate to support the financial operations of the office. This role is primarily focused on accounting, financial reporting, tax coordination, and cash management across a complex portfolio of entities and investments. The ideal candidate is organized, proactive, and comfortable working with sensitive financial information in a highly confidential environment.

Key Responsibilities:

• Maintain books and records for multiple entities, including trusts, partnerships, and LLCs
• Assist with month-end and year-end close processes, including journal entries, reconciliations, and financial statement preparation
• Prepare consolidated financial reports and customized reporting packages for principals
• Track and manage cash flows, including capital calls, distributions, and intercompany transfers
• Coordinate with external accountants and tax advisors on tax filings, including preparation and review of K-1s and supporting schedules
• Monitor tax deadlines and ensure timely filing of federal, state, and local returns
• Assist with tax projections and estimated payments in collaboration with advisors
• Oversee accounts payable/receivable, bill pay, and expense tracking
• Maintain documentation related to entity structures, investments, and compliance requirements
• Support audits and respond to information requests from external service providers
• Implement and improve financial processes, controls, and reporting systems

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field
• 2–5 years of experience in public accounting, family office, or corporate accounting environment
• Strong understanding of accounting principles (GAAP) and financial reporting
• Experience with partnership accounting and multi-entity structures preferred
• Familiarity with tax concepts, including K-1s, distributions, and pass-through entities
• Advanced Excel skills; experience with accounting software (e.g., QuickBooks, NetSuite)
• High level of discretion and professionalism
• Strong attention to detail and ability to manage multiple entities and deadlines

Preferred Qualifications:

• Experience working with high-net-worth individuals or family offices
• Exposure to trust and estate accounting or tax

Compensation:

Competitive salary and bonus, commensurate with experience, plus benefits.

Work Environment:

Small, collaborative team with broad exposure to financial operations across a complex, multi-entity structure. This role is in-person role in the Boston office.