Family Office Accountant

A New York, NY-based Family Office is seeking a highly intelligent, motivated, and detail-oriented Family Office Accountant to oversee the day-to-day financial administration and accounting activities for a high-net-worth family and its affiliated entities. This position offers the opportunity to work in a fast-paced, entrepreneurial environment managing a diverse portfolio of personal, investment, real estate, and lifestyle-related financial matters.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA designation preferred.
• Minimum 5+ years of accounting experience, preferably within a family office, private office, wealth management firm, public accounting firm, or high-net-worth environment.
• Experience with single-family office accounting, multi-entity accounting, and consolidated financial reporting preferred.
• Strong understanding of financial reporting, bookkeeping, tax planning, and cash management.
• Experience working with trusts, estates, investment portfolios, private equity holdings, and real estate assets is highly desirable.
• Advanced proficiency in Microsoft Excel and accounting software.
• Exceptional organizational skills and attention to detail.
• Strong communication and interpersonal skills.
• Ability to manage multiple priorities while maintaining strict confidentiality.

Responsibilities

• Manage all accounting and bookkeeping functions for the family office and related entities.
• Process accounts payable, bill payments, wire transfers, and cash management activities.
• Prepare monthly, quarterly, and annual financial statements and consolidated reports.
• Reconcile bank, brokerage, credit card, and investment accounts.
• Assist with tax planning, tax preparation, and coordination with external CPAs and advisors.
• Track and report on investment portfolios, private equity holdings, and real estate assets.
• Maintain accurate general ledger records and supporting documentation.
• Assist with estate planning, trust accounting, and wealth transfer activities.
• Coordinate financial matters related to household operations, travel, aviation, yacht, and lifestyle expenditures.
• Prepare budgets, forecasts, and cash flow analyses.
• Support audits and ensure compliance with financial and regulatory requirements.
• Maintain the highest level of discretion and confidentiality regarding family affairs and financial information.

Our client offers a highly competitive compensation and benefits package.

Best Headhunters is a team-oriented search firm who provides a unique, hands-on caring approach in helping a candidate match their experience with the right job opportunity. There is never a fee to the candidate for our representation. Plus, you will receive the benefit of our extensive experience and our long-term relationships with many of America's leading companies.

We offer career coaching and will assist you every step of the way in your goal to advance your career. For additional information on Best Headhunters and our ever-expanding employment opportunities, visit our website at www.bestheadhunters.com . We encourage candidates to be pro-active, especially in light of today's uncertain business environment in which mergers and downsizing are a common reality. This underscores the importance of placing your career in the hands of a search firm with your best interests at the core of its daily mission.