Family Office Accountant

Maxwelle Real Estate Group; Miami (FL); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Competitive salary

Family-oriented work environment

Job summary

Maxwelle Real Estate Group in Miami is seeking a detail-oriented Family Office Accountant to ensure accurate financial reporting, proactive cash management, and coordination with external advisors. The role covers ledgers for family entities, trusts, and partnerships, plus annual filings and intercompany transactions.

The ideal candidate has a Bachelor's degree in Accounting or related field and 3–7 years in private wealth or investment management, with proficiency in QuickBooks or Sage Intacct

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 3–7 years of experience in public accounting, private wealth, family office, or investment management.
• Proficiency with accounting software (QuickBooks, Sage Intacct) and Excel.
• Excellent organizational skills, discretion, and ability to handle confidential information.
• Strong communication skills for liaising with principals and external advisors.

Responsibilities

• Maintain general ledgers for family entities, trusts, and partnerships.
• Prepare monthly/quarterly/annual financial statements and consolidated reports.
• Reconcile bank, brokerage, and investment accounts.
• Coordinate with tax advisors for annual filings (individual, trust, partnership, corporate).
• Monitor cash flow and liquidity across entities.
• Track capital calls, distributions, loans, and intercompany transfers.
• Manage vendor payments, expense reimbursements, and household payroll.
• Assist with insurance renewals, property management, and philanthropic giving records.
• Assist with other special projects as needed
• Provide reporting and analysis for decision-making.

Skills

Attention to detail

Discretion

Strong communication

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

QuickBooks

Sage Intacct

Excel

Job description

We are a private single family office managing diverse investments, trusts, and personal financial affairs. We are seeking a detail-oriented Family Office Accountant to join our team and ensure accurate financial reporting, proactive cash management, and seamless coordination with external advisors.

Key Responsibilities

Accounting & Reporting

• Maintain general ledgers for family entities, trusts, and partnerships.
• Prepare monthly/quarterly/annual financial statements and consolidated reports.
• Reconcile bank, brokerage, and investment accounts.

Tax & Compliance

• Coordinate with tax advisors for annual filings (individual, trust, partnership, corporate).

Cash & Investment Management

• Monitor cash flow and liquidity across entities.
• Track capital calls, distributions, loans, and intercompany transfers.

Administration

• Manage vendor payments, expense reimbursements, and household payroll.
• Assist with insurance renewals, property management, and philanthropic giving records.
• Assist with other special projects as needed

Advisory Support

• Provide reporting and analysis for decision-making.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• 3–7 years of experience in public accounting, private wealth, family office, or investment management.
• Proficiency with accounting software (QuickBooks, Sage Intacct, or similar) and Excel.
• Excellent organizational skills, discretion, and ability to handle confidential information.
• Strong communication skills for liaising with principals and external advisors.

What We Offer

• Competitive salary and performance-based bonus.
• Collaborative, family-oriented work environment with long-term stability