What are the responsibilities and job description for the Family Office Accountant position at The Mom Project?
Title: Accountant
Hourly Rate: $65-$70
Schedule: 15-20 hours/week
This is a temp-to-perm role.
Expectation is hybrid if local; 100% remote if not local.
Core Responsibilities
Hourly Rate: $65-$70
Schedule: 15-20 hours/week
This is a temp-to-perm role.
Expectation is hybrid if local; 100% remote if not local.
Core Responsibilities
- Maintain financials across multiple entities (trusts, LLCs, investments)
- Lead month-end close and prepare monthly/quarterly reporting
- Keep QuickBooks Online accounts in clean, CPA-ready condition
- Manage accounts payable and support invoicing/receivables for select clients
- Communicate directly with clients and ensure timely follow-through
- Perform and review reconciliations; investigate and resolve discrepancies
- Coordinate with CPAs and advisors on tax and planning matters
- Track investment and entity-level activity
- 7 years of accounting experience
- Strong QuickBooks Online proficiency
- Experience with high-net-worth clients, family offices, or closely held businesses preferred
- Strong technical accounting skills and attention to detail
- Comfortable working independently and resolving issues without detailed direction
- Clear and professional communication style
Salary : $65 - $70