Family Office Accountant

Arrow Search Partners; New York (NY); On-site; USD 80,000 - 125,000; Full time

Job summary

A multi-family office in New York is seeking a Family Office Accountant to manage bill payment and legal entity accounting for high-net-worth families. The ideal candidate will have a bachelor’s degree and 2-4 years of relevant accounting experience, providing essential services such as budgeting, cash flow management, and financial statement preparation.

Qualifications

• Bachelor’s degree required.
• 2-4 years of accounting experience preferred.
• Experience in client facing roles within multifamily office or public accounting.

Responsibilities

• Provide bill payment services including regular and non-recurring expenses.
• Prepare financial statements including balance sheets and cash flows.
• Coordinate tax-related payments with accountants.

Skills

Client facing

Accounting

Cash flow management

Budgeting

Tax compliance

Education

Bachelor’s degree

Tools

AgilLink

Job description

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About The Company

Our client is a multi-family office that provides tailored wealth management services to high-net-worth families, integrating investment strategies with estate and tax planning to preserve and grow generational wealth. The Family Office Accountant will focus on bill pay and legal entity accounting for a select number of clients.

About The Company

Our client is a multi-family office that provides tailored wealth management services to high-net-worth families, integrating investment strategies with estate and tax planning to preserve and grow generational wealth. The Family Office Accountant will focus on bill pay and legal entity accounting for a select number of clients.

Responsibilities

• Provide bill payment services including all regular and non-recurring expenses
• Onboard clients onto the bill payment platform including reviewing and documenting all relevant bills and invoices
• Provide cash flow support ensuring each entity’s accounts are appropriately funded and all distributions are processed
• Coordinate all payments for lines of credit, loans, and insurance related premiums
• Provide budgeting and cash flow projections
• Monitor investment activities with respect to liquidity management
• Prepare financial statement on an entity basis including balance sheet, income statement, and statement of cash flows
• Coordinate with tax accountants on all tax related payments
• Coordinate with third parties with the fulfilment of charitable obligations
  
  

Requirements

• Bachelor’s degree required
• 2-4 years of related accounting experience
• Experience working in a client facing role within public accounting, multifamily office, and/or single-family office
• Experience with personal tax compliance
• Ability to maintain a chart of accounts and the general ledger
• Prior experience with AgilLink a plus
  
  

Salary Range

$80,000-$125,000

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Staffing and Recruiting

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