Family Office Accountant

Family Office Accountant

A privately held, multi-generational investment organization based in Palm Beach is seeking a highly detail-oriented Accountant to join its internal finance team. This is a hands-on, high-volume role supporting a complex structure of investment entities spanning real estate, private equity, and alternative assets. The environment is fast-paced and highly confidential, requiring a strong sense of discretion, precision, and the ability to manage multiple priorities across a large number of underlying entities. This position is responsible for supporting day-to-day accounting and operational finance functions across a diversified portfolio of individual, trust, and investment-related entities. The role is heavily focused on cash movement, entity-level accounting, and coordination of investment-related transactions.

Base salary in the $90,000–$100,000 range, plus performance-based bonus and additional long-term incentive compensation.

Responsibilities:

• Processing and initiating domestic and international wire transfers across multiple entity structures
• Supporting capital call and distribution workflows for private investment vehicles, including allocation calculations and funding coordination
• Maintaining daily bookkeeping and general ledger activity across trusts, individuals, and investment entities
• Reconciliation of bank accounts, brokerage accounts, and alternative investment activity
• Tracking real estate operating expenses, capital expenditures, and investment-related cash flows
• Monitoring and coding credit card and expense activity across multiple accounts and entities
• Preparing financial reporting and supporting schedules for tax and advisory teams
• Assisting with payroll-related support functions for select household or administrative needs
• Managing payment activity related to investments, philanthropy, real estate, and personal expense structures
• Maintaining accurate and organized financial records across all assigned entities

Required Qualifications:

• Bachelor's degree in Accounting, Finance, or related field preferred
• 3–8+ years of accounting, bookkeeping, or audit experience
• Strong understanding of general ledger accounting and reconciliations
• Prior experience processing wires and managing banking activity required
• High level of comfort working across multiple entities simultaneously
• Advanced attention to detail and ability to operate in a highly confidential environment
• Strong Excel skills and ability to manage large sets of financial data
• Ability to work in-office 5 days per week in a fast-paced environment

Preferred Background:

This role is best suited for candidates with direct exposure to one or more of the following:

• Family office accounting or operations
• Private client services (HNW/UHNW individuals and trusts)
• Private equity, fund accounting, or investment operations with capital call exposure
• Outsourced accounting or client accounting services supporting high-net-worth clients
• Experience with multi-entity structures, investment partnerships, or trust-based accounting is highly desirable.

If you meet the required qualifications and are interested in this role, please apply today. The Solomon Page Distinction Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs – this specialized approach sets us apart in the industries we serve.

About Solomon Page Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com.