Family Office Accountant

RecruitHook; Boca Raton (FL); Hybrid; USD 90,000 - 120,000; Full time

Job summary

RecruitHook in Boca Raton is seeking a hands-on Family Office Accountant to support the financial affairs of a high‑net‑worth family. This role centers on trust and estate accounting, day‑to‑day bill pay, reconciliations, and reporting for the family and its advisors.

You will pull schedules for fiduciary and gift tax filings, track cash across accounts, and coordinate with attorneys, trustees, CPAs, and investment managers.

Qualifications

• Bachelor's degree in Accounting or Finance is required or preferred.
• CPA or progress toward CPA is preferred.
• Experience in family office or trust accounting is preferred.

Responsibilities

• Maintain books and records for family trusts and estates, including receipts, disbursements, income and principal allocations, and periodic accountings.
• Own the bill pay process for the family and related entities, reviewing invoices and ensuring timely payments.
• Reconcile bank, brokerage, and investment accounts monthly and prepare financial statements for family and advisors.
• Pull together schedules and detail for fiduciary, gift, and individual tax filings by outside CPAs.
• Track cash across accounts, monitor recurring expenses, and handle practical family financial matters.
• Coordinate with attorneys, trustees, CPAs, and investment managers as a reliable point of contact.

Skills

Trust and estate accounting

Bill pay

Reconciliations

Reporting

Cash flow tracking

Advisor coordination

Education

Bachelor's degree in Accounting or Finance

CPA or progression toward CPA

Tools

Trust accounting platform

Job description

A well established family office in Boca Raton is adding a Family Office Accountant to its team. This is a hands on role supporting the financial affairs of a family, with a real focus on trust and estate accounting and day to day bill pay. You'll work closely with the family office leadership and their outside advisors, and you'll be trusted with sensitive, high visibility work.

It’s a great fit for someone coming out of a public accounting firm who wants to move closer to the client side, or for someone already in a family office who wants a stable, well run environment with a hybrid schedule.

What You’ll Do

• Trust and estate accounting. Maintain the books and records for family trusts and estates, including receipts, disbursements, income and principal allocations, and periodic accountings.
• Bill pay. Own the bill pay process for the family and related entities. That means reviewing invoices, processing payments accurately and on time, and keeping clean records.
• Reconciliations and reporting. Reconcile bank, brokerage, and investment accounts each month and prepare financial statements and summaries for the family and its advisors.
• Tax support. Pull together the schedules and supporting detail that the outside CPAs need for fiduciary, gift, and individual tax filings.
• Cash and household finances. Track cash across accounts, monitor recurring expenses, and handle the practical financial matters that come up for the family.
• Advisor coordination. Serve as a reliable point of contact for attorneys, trustees, CPAs, and investment managers.

Preferred

• Single- or multi-family office experience
• Bachelor’s degree in Accounting or Finance
• CPA or progress toward CPA
• Family office or trust accounting platform experience

Personal requirements

• Discretion and confidentiality with private family information
• Strong attention to detail and sound judgmenti>
• Ability to coordinate with attorneys, trustees, CPAs, and investment managers