Senior Accountant, Family Office - Private Wealth & Trusts
COX ENTERPRISES
Cox Enterprises in Atlanta is seeking a highly motivated Senior Accountant to join the Individual & Trust Accounting team. This role involves supporting the financial administration of high-net-worth individuals and multi-generational family assets. The ideal candidate will have a Bachelor’s degree in Accounting and at least 4 years of relevant experience, with strong attention to detail and communication skills. A CPA designation is preferred. The position offers a competitive salary and robust benefits. #J-18808-Ljbffr Cox Enterprises
$81.4k - $122k
The Cox Family Office Finance Team is seeking a highly motivated, detail-oriented Senior Accountant to join our Individual & Trust Accounting team — an integral function at the heart of a sophisticated... ..., a family office operates as a private wealth management firm dedicated...Work at officeSeniorPrivate- ...founded in 1882 as the family office of John D.... ...1, 2025. Position A Senior Wealth Planner is a dedicated... ...partnering with Rockefeller Private Advisors to provide holistic... ...or Certified Public Accountant (CPA) strongly... ...Financial LLC, Rockefeller Trust Company, N.A., The...Work at officeSeniorPrivateLocal area
$76k - $125.3k
...Services EY EDGE Wealth and Asset... ...alongside our practice office professionals... ...of hedge fund, private equity fund and... ...A senior analyst in FSO... ...various tax and accounting technologies Responsible... ...investors and families, you’ll use your... ...and status as a trusted advisor to maintain...Work at officeSeniorPrivateSummer holidayLocal areaFlexible hours- Cox is seeking a highly motivated Senior Accountant to join their Individual & Trust Accounting team in Atlanta. This role offers the chance to manage financial... ...and strategic trust structures in a dynamic family office environment. The ideal candidate will have a Bachelor...Work at officeSeniorFlexible hours
- Corient Private Wealth LLC. is seeking a Manager, Personal CFO in Atlanta, GA. This role involves leading client financial management and overseeing accounting processes for individuals and trusts. The ideal candidate has a Bachelor's degree in Accounting or Finance and...Work at officeSeniorPrivate
- A financial institution in Atlanta, Georgia, seeks a Private Bank Wealth Advisor III to manage high-net-worth client relationships and drive... ...and a Bachelor’s degree. The position primarily requires in-office work with potential flexible arrangements. #J-18808-Ljbffr Huntington...Work at officeSeniorPrivateFlexible hours
- Huntington-Bank is seeking a Wealth Advisor III located in Atlanta, Georgia. This role is central to managing client relationships and... ...essential. Huntington offers a flexible workplace approach, combining in-office and remote work opportunities. #J-18808-Ljbffr Huntington-BankWork at officeSeniorPrivateRemote workFlexible hours
- ...highly skilled Lead Accountant with deep tax... ...planning across the family’s complex financial... ...tax returns for: Trusts Partnership Property... ...S-Corporations Private foundations and charitable... ...for the family office Accounting &... ...Philanthropy Support Support wealth transfer...Work at officePrivateLocal area
- A financial services firm is looking for a highly skilled Lead Accountant to manage accounting and tax compliance for high-net-worth clients... ...tax returns, maintaining financial records, and supporting wealth transfer strategies. Ideal candidates will have a Bachelor's degree...Work at officeSenior
$174.32k - $261.48k
...Investment Counselor Senior Lead The... ...external customers. Accountable for significant direct... .../project. The Private Bank at Citi (CPB)... ...and lending, trust and specialized services... ...the individual, family and business needs... ...investments with wealth planning and private...SeniorPrivateFull timeLocal area- A premier wealth management firm in Midtown Atlanta is seeking an experienced Tax Associate... ...will have a Bachelor's degree in Accounting and at least one year of public accounting... ...experience, particularly with high net worth families. #J-18808-Ljbffr SearchLogic Recruiting...Work at officeRemote work
- ...due diligence. The Senior Analyst, Fund Administration/The Family Office (TFO) Operations... ...reconciling client accounts, booking loans and... ...overseeing hedge/private equity fund management... ...for various wealth management activities... ...including TFO, Synovus Trust Company, and...Work at officeSeniorPrivateWork experience placement
- ...get us to our destination. The Role - Senior Accountant This role will report into the Financial... ...management tools, Salesforce, and Microsoft Office Suite, especially Excel. Bachelor’s... ...in accounting, both public and private Strong mathematical and analytical skills...Work at officeSeniorPrivateLocal area
- ...Function Serves as the trusted advisor and team... ...complexity for Private Bank clients by challenging... ...and achieve their wealth goals. Creates... ...Responsible and accountable for risk by... ...Conditions Normal office environment with little... ...and their families, encompassing physical...Work at officePrivateWork experience placementPrivate practice
$81.4k - $122k
Cox Farms in Atlanta is looking for a detail-oriented Senior Accountant to join their finance team. The role involves recording financial data, preparing journal entries, and maintaining reconciliations. The ideal candidate will have over 4 years of accounting experience...Work at officeSenior- ...1930s to becoming a trusted financial partner across... .../OBJECTIVES The Senior Regional Wealth Advisor role requires... ...by peers within the private wealth group as a leader... ...Associate that include: account openings account... ...position is in a private office. Telecommuting roles...Work at officeSeniorPrivateFull timeWork experience placementRemote workHome office
- ...independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose... ...plan, health savings accounts, short and long-term disability... ...clients the time, clarity, and trusted partnership to pursue what matters...Work at officePrivateFull timeTemporary workLocal area
$130k - $185k
...Commercial Strategy - Senior Associate-... ...CEOs, Boards, Private Equity and... ...us to bring a wealth of deep sector... ...degree in Business, Accounting, Finance, Engineering... ...to your office location for this... ...breaks, Personal/Family Care, and other... ...while building trust in capital...Work at officeSeniorPrivateWork experience placementSummer holidayFlexible hours$95k - $110k
...organization representing a family of successful legacy brands... ...portfolio includes some of the most trusted names in the educational... .... About The Role As a Senior Accountant, you will play a critical role... ...who thrives in a fast‑moving, Private Equity‑backed environment....SeniorPrivateFull timeFor contractorsSummer workWork from home- ...for excellence, accountability, and collaboration... ...Controversy Partner(s) and Senior Associate(s) and... ...Real Estate and Trusts & Estates. The... ...skills In‑office attendance required... ...is a boutique private wealth, tax, and business... ...business owners, and families for almost three...Work at officePrivateLocal area
- ...your mark? As our Corporate Accountant, you'll support the Regional... ...: Financial Advisor: Be the trusted financial resource and advisor... ...position based out of our Dunwoody office, with an in-office... ...of our team members and their families. Multiple Tiers of Medical Coverage...Work at officeSenior3 days per week
$155k - $170k
Senior Portfolio Manager A growing wealth management organization is seeking a senior Portfolio... ...to support complex private client and investment management... ..., policy alignment, and account issue resolution... ...private client, HNW, UHNW, family office, fiduciary, or...Work at officeSeniorPrivateLocal area- Business Office Manager (Smyrna, GA) job at Delmar Gardens Family. Smyrna, GA. Description Delmar Gardens... ...Include, But Not Limited To Accounts receivable management encompassing Medicaid, Private Pay billing and... ...Overseeing the Resident Trust accounts/activity Daily...Work at officeSeniorPrivate
- ...Associate to join leading Wealth Management Services company with office in Midtown Atlanta.... ...for businesses, trusts, individuals, and private foundations. Conduct... ...Philanthropy, Insurance, and Accounting service areas.... ...statuses with team. Other family office duties as...Work at officePrivateWork experience placementInternshipImmediate startRemote workFlexible hours
- Northern Trust Corp is seeking a Private Wealth Director in Atlanta, GA. The role involves cultivating long-term client relationships, advising on complex financial needs, and driving organic growth through client retention and expansion. The ideal candidate will have...SeniorPrivateFlexible hours
- ...in Atlanta to support their Taxation and Wealth Planning Department. Candidates must have... ...documents, and collaborating with fiduciaries on trust administration. This role is ideal for a... ...that reflect evolving tax laws and family dynamics. #J-18808-Ljbffr Fox RothschildSenior
- ...for a dynamic Tax Senior Associate to join... ...team in Atlanta. As trusted advisors, our... ...integrity, honesty, and accountability in all client... ..., transportation, private equity, financial... ...and other Microsoft Office Suite products ~... ...volunteer days and family/team social events...Work at officeSeniorPrivatePermanent employmentH1bLocal areaRemote workHome officeVisa sponsorshipWork visaFlexible hours2 days per week
- ...level Associate, Tax for a full-time position focused on tax and family office services across the U.S. offices. The role involves preparing... .... The successful candidate will have a Bachelor’s degree in accounting and preferably 2+ years of experience. Benefits include...Work at officeFull timeFlexible hours
- ...looking for a dynamic Senior Assurance Manager... ...in Atlanta. As trusted advisors, our managers... ..., honesty, and accountability in all client... ..., transportation, private equity, financial... ...Proficiency in Microsoft Office; CCH ProSystem fx... ...days and family/team social event...Work at officeSeniorPrivateRemote workHome officeFlexible hours2 days per week
$150k - $160k
...application process. Senior Director of HR &... ...Atlanta, GA HQ office Reports To: Chief... ...philanthropic partners and private-sector resources... ...will serve as a trusted advisor to senior... ..., inclusive, high‑accountability workplace culture.... ..., including job families, levels, and standardized...Work at officeSeniorPrivateFor contractorsLocal areaRemote work3 days per week
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