Family Office Accounting Specialist

Trove FS, LLC; Boston (MA); On-site; USD 60,000 - 80,000; Full time

Job summary

Trove FS, LLC is seeking an Accounting Associate to join our Family Office team in Boston. You will manage daily accounting, ledgers, bill payments, accounts receivable, and cash flow with accuracy and timeliness.

Ideal candidates have an associate degree in accounting, 1–3 years of related experience, proficiency with GL software, MS Office, and CRM systems, and a client-service mindset. This position emphasizes collaboration, process improvements, and professional communication.

Qualifications

• Associate degree in accounting or related area required.
• 1–3 years of accounting experience preferred, client service experience is a plus.
• Proficient with general ledger software, bill pay software, MS Office and CRM systems.

Responsibilities

• Manage general ledger and chart of accounts, identify errors.
• Follow SOPs for engagements and daily operations.
• Own bill pay and ensure invoices are entered accurately.
• Manage family receivables, including invoicing and deposits.
• Handle treasury activities and bank/custody accounts reconciliations.
• Prepare funding requests and asset tracking (real property, collectibles).
• Record journal entries for investments and partnerships and reconcile accounts.
• Prepare reports and conduct analytical reviews using software.
• Assist with tax payments by meeting deadlines and processing payments.
• Communicate cash needs for tax payments to the team.
• Assist with estate tasks and related projects as needed.
• Understand basic insurance and trigger events for coverage adjustments.
• Support with payroll processing and ad hoc projects.
• Build relationships with external providers and families.

Skills

Strong organizational skills

Debits & credits knowledge

General ledger understanding

Prioritization & time management

Attention to detail

Clear communication

Education

Associate degree in accounting

Bachelor’s degree preferred

Tools

General ledger software

Bill pay software

Microsoft Office

CRM systems

Job description

Trove FS, LLC is seeking an Accounting Associate to join our Family Office team in Boston. You will manage daily accounting, ledgers, bill payments, accounts receivable, and cash flow with accuracy and timeliness.

Ideal candidates have an associate degree in accounting, 1–3 years of related experience, proficiency with GL software, MS Office, and CRM systems, and a client-service mindset. This position emphasizes collaboration, process improvements, and professional communication.