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Family Office Accountant

Maxwelle Real Estate

We are looking for a Family Office Accountant to join a private single family office managing diverse investments, trusts, and personal financial affairs. Our office oversees real estate, portfolio investments, and multigenerational wealth planning. We are seeking a detail-oriented professional to join our team and ensure accurate financial reporting, proactive cash management, and seamless coordination with external advisors. Key Responsibilities Accounting & Reporting Maintain general ledgers for family entities, trusts, and partnerships. Prepare monthly/quarterly/annual financial statements and consolidated reports. Reconcile bank, brokerage, and investment accounts. Tax & Compliance Coordinate with tax advisors for annual filings (individual, trust, partnership, corporate). Cash & Investment Management Monitor cash flow and liquidity across entities. Track capital calls, distributions, loans, and intercompany transfers. Administration Manage vendor payments, expense reimbursements, and household payroll. Assist with insurance renewals, property management, and philanthropic giving records. Assist with other special projects as needed Advisory Support Liaise with attorneys, investment managers, and bankers on behalf of principals. Provide ad hoc reporting and analysis for decision-making. Qualifications Bachelor's degree in Accounting, Finance, or related field 3-7 years of experience in public accounting, private wealth, family office, or investment management. Proficiency with accounting software (QuickBooks, Sage Intacct, or similar) and Excel. Excellent organizational skills, discretion, and ability to handle confidential information. Strong communication skills for liaising with principals and external advisors. What We Offer Competitive salary and performance-based bonus. Collaborative, family-oriented work environment with long-term stability #J-18808-Ljbffr

Vacancy posted 3 days ago
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