Family Office Accountant: Trusts, LPs & Multi-Entity

Pitcairn Trust Company, Llc; Conshohocken (Montgomery County); On-site; USD 85,000 - 110,000; Full time

Job summary

Pitcairn Trust Company, Llc is seeking a Family Office Specialist in Conshohocken, PA. The role focuses on managing recurring accounting activities for families and entities, ensuring accurate records, and escalating issues as needed.

The role involves preparing financial statements, handling trust and multi-entity accounting, and supporting tax workpapers while maintaining organized documentation and timely deliveries.

Qualifications

• Bachelor's degree in accounting or equivalent experience.
• Strong accounting foundation and understanding of accounting processes.
• Ability to independently manage recurring accounting responsibilities with accuracy.
• Sound judgment to escalate issues when needed.
• Experience preparing financial statements across individuals, trusts, and entities.
• Ability to prepare tax schedules and year-end workpapers.

Responsibilities

• Own the full month-end close cycle for assigned work with accurate documentation.
• Prepare financial statements for individuals, trusts, and entities.
• Perform trust and multi-entity accounting across LPs and LLCs.
• Prepare tax support schedules and year-end workpapers for external providers.
• Process capital calls and distributions and monitor liquidity for entities.

Skills

Accounting fundamentals

Financial statements

Multi-entity accounting

Attention to deadlines

Communication

Education

Bachelor's degree in accounting or equivalent experience

Job description

Pitcairn Trust Company, Llc is seeking a Family Office Specialist in Conshohocken, PA. The role focuses on managing recurring accounting activities for families and entities, ensuring accurate records, and escalating issues as needed.

The role involves preparing financial statements, handling trust and multi-entity accounting, and supporting tax workpapers while maintaining organized documentation and timely deliveries.