Family Office Accountant

Private Family Office Accounting Associate West Palm Beach Full-Time | Confidential Private Family Office Hours: MondayFriday, 9:00 AM6:00 PM, with flexibility as needed Salary: BOE Overview This position provides comprehensive financial organization and bill-pay services for a private family and related entities. The ideal candidate is highly organized, detail-oriented, discreet, and experienced in private family accounting or family office environments. Key Responsibilities Personal Bill Pay & Accounting Manage all household and personal bill payments (manual, online, and auto-pay) Organize and process incoming mail, invoices, and electronic statements Reconcile bank and credit card accounts monthly Maintain accurate records in Quicken, including cash schedules and ledgers Oversee account transfers, wire requests, and fraud prevention (positive pay) Coordinate annual tax document submissions and assist with private equity reporting Manage and organize financial documents for accountants and advisors Trust & Entity Management Handle payments, transfers, and reconciliations for family trusts and LLCs Manage trust distributions, tax payments, and life insurance premium schedules Support private equity capital calls and maintain trust financial documentation Family Office Coordination Collaborate with external accountants, attorneys, and financial advisors Maintain an organized service calendar and assist with estate planning updates Ensure accuracy, confidentiality, and timely execution of all financial tasks Qualifications

• 8-10+ years of accounting experience, trust administration, or family office setting
• Proficiency in Quicken accounting software or equivalent and Microsoft Office
• Exceptional attention to detail, integrity, and discretion
• Bachelor's degree in Accounting, Finance

#J-18808-Ljbffr The Wellington Agency