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Corporate Family Office Accountant

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The ideal candidate will have experience within a family office environment or supporting high net worth clients from an accounting and tax perspective

Interacting directly with the Ownership/Executive Group and reporting to the Chief Financial Officer, the position provides complete and accurate reporting, analyses and work product for the Corporate/Family office, which includes:

· Overseeing all activities of the general ledgers including cash and investments, bank reconciliations, verification of posted entries, travel expenses etc. for the Ownership/Executive Group

· Preparing the monthly financial statement close and reporting of various non-core Company operations including real estate and captive insurance companies and a foundation

· Overseeing the preparation of the Company’s and Ownership/Executive Group tax workpapers and review of tax returns, which are prepared by an outside firm

· Maintaining banking, insurance and other relationships for certain subsidiaries of the Company and the Ownership/Executive Group

· Providing support to the Company’s accounting department for various real estate, inter-company operations and other activities

· Performing special projects as advised by the Ownership/Executive Group


· 7+ years of Accounting/Tax experience, ideally within family office or a client service type industry

· Experience supporting Company Ownership/Executive Management / high net worth clients

· Outstanding analytical, planning and organizational skills

· Ability to multi-task and maintain confidentiality of corporate/personal information

· Availability to work extended seasonal hours

· Bachelor’s Degree in Accounting or Finance, CPA/MBA preferred

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