Family Office Accountant (HNW Individuals)

About the firm (includes PCM Encore, PCM Growth, and PCM Tax LLC) PCM Encore is a founder‑led RIA and principal‑backed multi‑family office. We’ve scaled quickly to $2bn AUM in under 2 years , reflecting strong demand for our advisory approach and depth of investment expertise. We also have a PE platform (PCM Growth) supporting several consumer brands, including Hawx Pest Control, YES Brands (a current Team USA Olympic sponsor), and operators in roofing, windows, and solar. Our founder, Mike Paulus, previously co‑founded Assurance IQ (acquired by Prudential for $2.35B ) and has had multiple successful exits. Role Overview The Family Office Accountant serves as a key member of our Private Wealth and Tax Advisory team, supporting High‑Net‑Worth Individuals (HNWIs), families, trusts, and closely held entities. This individual will maintain financial records, oversee bookkeeping activities, prepare financial reporting, and coordinate closely with tax advisors to ensure accurate and timely financial information. The role is ideal for an accounting professional who has experience supporting affluent individuals and families and understands the complexity that accompanies personal wealth, investment portfolios, trusts, and multi‑entity structures. Ideal Background We are seeking an accounting professional who has experience supporting High‑Net‑Worth Individuals (HNWIs), families, family offices, private wealth clients, or closely held investment structures. Candidates with experience exclusively supporting operating businesses, commercial clients, or traditional corporate accounting functions may not have the relevant background for this role. Key Responsibilities Maintain financial records for High‑Net‑Worth Individuals and related entities, including trusts, family partnerships, LLCs, investment entities, and closely held businesses. Record and categorize income, expenses, investment activity, distributions, and capital transactions. Perform monthly, quarterly, and annual reconciliations of bank, brokerage, credit card, and investment accounts. Prepare income statements, balance sheets, cash flow reports, and customized client reporting packages. Organize year‑end workpapers and support tax preparation processes. Coordinate with clients, advisors, custodians, and external service providers to collect required information. Support family office operational needs including cash management, bill pay oversight, and documentation management. Identify process improvements and implement best practices within accounting workflows. Required Qualifications 5–8+ years of accounting or bookkeeping experience specifically supporting High‑Net‑Worth Individuals (HNWIs), private clients, trusts, family entities, or family office environments. Demonstrated experience supporting clients with approximately $5 million–$10 million+ in investable assets, net worth, or AUM. Experience maintaining books and records for individuals and related entities including trusts, partnerships, LLCs, and investment holding structures. Strong understanding of personal financial statements, investment reporting, cash management, and entity accounting. Proficiency with QuickBooks Online and/or other accounting software platforms. Experience coordinating with tax professionals and supporting year‑end tax workflows. Ability to manage multiple client relationships, priorities, and deadlines while maintaining exceptional accuracy. Preferred Qualifications Experience working in a Single Family Office, Multi‑Family Office, Private Wealth Management firm, Wealth Advisory firm, or tax advisory practice serving HNW clients. Experience supporting founders, executives, entrepreneurs, professional athletes, entertainers, or affluent families. Familiarity with investment reporting, alternative investments, capital calls, partnership allocations, and trust accounting. Exposure to personal bill pay, liquidity management, and broader family office operations. Bachelor’s degree in Accounting, Finance, or related field. Location Required locations: New York City/Tri‑State Area, Denver, and Northern California (San Francisco Bay Area, Silicon Valley, Sacramento region). *Can provide relocation support for top candidates Highly qualified candidates outside these markets may be considered; however, candidates located in these regions are strongly preferred. #J-18808-Ljbffr PCM Encore