Family Office Accountant & Associate Analyst - Growth

Ledgent, Inc.; West Palm Beach (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

A Family Office in West Palm Beach is seeking an Associate to work closely with senior partners. This role involves managing financial agreements, preparing reports, and assisting family members with financial duties. The ideal candidate will have a Bachelor's degree in Accounting/Finance, strong interpersonal skills, and proficiency in Excel. Responsibilities include overseeing investments, coordinating with tax accountants, and ensuring confidentiality of personal financial information. Candidates should be detail-oriented and adaptable to fast-paced environments.

Qualifications

• Detail-oriented with strong interpersonal skills.
• Able to manage multiple tasks in a changing environment.
• Trustworthy and able to maintain confidentiality.

Responsibilities

• Complete and update financial agreements.
• Prepare and enhance quarterly financial reports.
• Assist family members with bill payments.
• Work closely with tax accountants for tax returns.

Skills

Attention to detail

Interpersonal skills

Problem-solving skills

Team player

Analytic skills

Proficient in Excel

Education

Bachelor's degree in Accounting/Finance

CPA (a plus)

Tools

Excel

QuickBooks (a plus)

Job description

A Family Office in West Palm Beach is seeking an Associate to work closely with senior partners. This role involves managing financial agreements, preparing reports, and assisting family members with financial duties. The ideal candidate will have a Bachelor's degree in Accounting/Finance, strong interpersonal skills, and proficiency in Excel. Responsibilities include overseeing investments, coordinating with tax accountants, and ensuring confidentiality of personal financial information. Candidates should be detail-oriented and adaptable to fast-paced environments.