Family Office Accountant

City Wide Facility Solutions; Lenexa (KS); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Basic Life

Voluntary Life

Accident

Critical Illness

Short Term Disability

Job summary

City Wide Facility Solutions is seeking a detail-oriented Family Office Accountant to manage day-to-day accounting and monthly financial reporting for multiple family-owned businesses, trusts, and individuals. The role emphasizes accuracy, discretion, and personalized support.

You will reconcile accounts, prepare monthly statements, manage bill payments, and provide confidential, multi-entity accounting services, balancing professional duties with personal assistance as needed.

Qualifications

• 3-5 years of multi-entity accounting experience.
• Experience handling confidential information with discretion.
• Ability to work independently and manage multiple entities.

Responsibilities

• Prepare monthly financial statements for multiple family-owned entities, trusts, and individuals.
• Reconcile bank and investment accounts and maintain accurate records in family office software.
• Manage bill payments and invoicing for family entities and individuals.
• Maintain organized records across entities while upholding strict confidentiality.
• Assist family members and management with scheduling, travel arrangements, and personal tasks as needed.
• Receive and coordinate incoming mail and deliveries for executives.
• Provide additional accounting and administrative support as needed.

Skills

Multi-entity accounting

Discretion & confidentiality

Independent work style

Financial reporting

Presentation preparation

Education

Bachelor's degree in Accounting

Tools

QuickBooks

Microsoft Office

Job description

We are seeking a detail-oriented Family Office Accountant to manage day-to-day accounting and monthly financial reporting for multiple family-owned businesses, trusts, and individuals. This role is well suited for an accounting professional with family office or trust accounting experience who understands the importance of accuracy, discretion, and personalized support.

In addition to managing financial records, you will support family members and management with administrative and personal needs. The ideal candidate is comfortable balancing multi-entity accounting responsibilities with the hands-on service expected in a family office.

What You'll Do

• Prepare monthly financial statements for multiple family-owned businesses, trusts, and individuals
• Reconcile bank and investment accounts, track financial activity, and maintain accurate records in family office accounting software
• Manage bill payments and invoicing for family entities and individual family members
• Keep financial records organized across multiple entities and accounts while maintaining strict confidentiality
• Assist family members and management with scheduling, calendar management, phone calls, travel arrangements, property-related coordination, personal tasks, and local errands
• Receive, sort, and coordinate incoming mail and deliveries for executives
• Provide additional accounting and administrative support as needed

What You'll Bring

• 3-5 years of multi-entity accounting experience, preferably supporting a family office or trusts
• Proficiency in Intuit QuickBooks and Microsoft Office, including task-management functions
• Strong organizational skills, attention to detail, and the ability to manage multiple accounts and priorities
• Sound judgment and discretion when handling confidential financial and personal information
• The ability to work independently while responding to the needs of management and family members
• Experience preparing business reports and presentations
• Bachelor's degree in Accounting preferred

Benefits

• Medical
• Dental
• Vision
• Basic Life
• Voluntary Life
• Accident
• Critical Illness
• Short Term Disability

City Wide Facility Solutions offers a competitive compensation and benefits, including Medical, Dental, Vision, Basic Life, Voluntary Life, Accident, Critical Illness, Short Term Disability.

More on City Wide...

City Wide Facility Solutions is a fast-growing company with over 100 franchise locations across the United States and Canada. Founded in 1961, City Wide Facility Solutions is the largest management company in the building maintenance industry. We have over 60 years in the business and continue to experience high growth and profitability across our franchise businesses. Our culture supports the company's Mission to create a Ripple Effect by positively impacting the people and communities they serve.

City Wide is an Equal Opportunity Employer.