Family Office Accountant by Arrow Search Partners Arrow Search Partners

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

Job summary

A leading multi-family office based in New York is seeking a Family Office Accountant to manage bill pay and legal entity accounting for high-net-worth families. The role involves cash flow support, budgeting, and close coordination with tax accountants. Ideal candidates will have a Bachelor's degree and relevant accounting experience, with a focus on client service.

Qualifications

• 2-4 years of accounting experience.
• Experience in public accounting or multifamily office.
• Personal tax compliance knowledge.

Responsibilities

• Provide bill payment services including regular and non-recurring expenses.
• Prepare financial statements including balance sheet and income statement.
• Coordinate tax-related payments with accountants.

Skills

Client Facing Role

Cash Flow Management

Budgeting

Investment Monitoring

Education

Bachelor's Degree

Tools

AgilLink

Job description

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