Accountant

We are seeking a highly skilled and experienced Private Accountant to join our family office team. The ideal candidate will have a strong background in accounting and financial management, preferably in a private family office environment. This role requires meticulous attention to detail, discretion, and a proactive approach to managing complex financial matters.

Key Responsibilities:

• Financial Management & Reporting:

• Maintain accurate and up-to-date financial records for the family and affiliated entities, including trusts, partnerships, and investments.
• Prepare monthly, quarterly, and annual financial reports, including balance sheets, income statements, and cash flow statements.
• Ensure compliance with financial regulations and tax laws.

• Tax Planning & Compliance:

• Collaborate with external tax advisors to prepare and file individual, corporate, trust, and estate tax returns.
• Develop and implement tax-efficient strategies to optimize financial outcomes.

• Investment Oversight:

• Support the tracking and reporting of investments, including performance analysis and cash flow projections.
• Liaise with investment managers and advisors to ensure accurate accounting of holdings.

• Budgeting & Cash Flow Management:

• Develop and monitor budgets for personal and business expenses.
• Manage cash flow requirements and coordinate funding for expenses and investments.

• Audit & Risk Management:

• Coordinate with external auditors for periodic reviews of accounts.
• Monitor and mitigate financial risks by maintaining strong internal controls.

• Philanthropy & Trust Management:

• Oversee financial aspects of charitable donations and foundations, ensuring compliance with governance and reporting requirements.
• Manage trust accounting, distributions, and beneficiary communications.

• Administrative Support:

• Handle vendor payments, payroll for household staff, and other personal financial matters.
• Assist with property management accounting and financial tracking for real estate assets.

Requirements:

• Bachelor’s degree in Accounting, Finance, or a related field
• CPA or equivalent certification preferred
• Minimum 5+ years of experience as an accountant, with at least 2 years in a family office or high-net-worth individual setting
• Strong knowledge of tax planning, investment accounting, and trust structures
• Proficiency in accounting software and financial management tools (e.g., QuickBooks, Excel)
• Strong ethical standards, discretion, and confidentiality