Family Office Accountant

Abacus Group (United States); Town of Woodbury (NY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Abacus Group is seeking a Family Office Accountant for its Woodbury, NY office. The role handles accounts payable, payroll, and asset coordination for high-net-worth households in a hybrid work setting.

You will prepare monthly reports, manage cash flow projections, and liaise with external advisors. A minimum of five years in family office accounting is required with strong communication and analytical skills.

Qualifications

• 5+ years of family office accounting experience required.
• Public, private, or combined client experience is acceptable.
• Must be detail-oriented and highly analytical.
• Excellent communication skills are essential.
• Experience with QuickBooks and Bill Pay is a plus.

Responsibilities

• Administer all accounts payable activities, including online bill payments and vendor reconciliations.
• Monitor cash flow and use QuickBooks Online for accurate records.
• Coordinate asset transactions: private equity, real estate, art, and vehicles.
• Process end-to-end household payroll in compliance with regulations.
• Generate monthly reports on expenses, cash flow, investments, and lifestyle costs.
• Develop forward-looking cash flow projections for planning.
• Organize financial records with confidentiality and accessibility.
• Maintain comprehensive personal financial statements and net worth data.

Skills

Detail-oriented

Analytical

Excellent communication

Tools

QuickBooks Online

Bill Pay

Job description

Our client is a public accounting firm. They seek a Family Office Accountant to join their Woodbury, NY office.

Responsibilities

• Administer all accounts payable activities, including online bill payments, vendor reconciliations, and cash flow monitoring using QuickBooks Online
• Coordinate the financial and administrative processes for acquiring and disposing of major assets such as private equity investments, real estate, fine art, and luxury vehicles
• Execute end-to-end household payroll processing in compliance with applicable regulations
• Generate monthly financial reports summarizing expenses, cash flow, investment activity, and lifestyle spending
• Develop forward-looking cash flow projections to support financial planning and decision-making
• Organize and safeguard financial records, statements, and correspondence with strict confidentiality and accessibility
• Update and maintain comprehensive personal financial statements and net worth schedules
• Liaise with external advisors and service providers, including attorneys, financial advisors, and insurance professionals, to coordinate financial matters

Requirements

• 5+ years of family office accounting experience
• Public, private, or combo experience
• Detail-oriented and highly analytical
• Excellent communication skills
• Experience with QuickBooks and Bill Pay is a plus

Job ID #47594

Tagged as: Hybrid Remote/Office