Family Office Accounting Specialist — Trusts & LLCs

Claremont Companies, Inc.; Bridgewater (MA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive wages

Medical, dental, and vision insurance

Flexible spending accounts (healthcare

Dependent care)

Long-term disability

Group term life insurance

401(k) retirement plan with employer

Vacation

Holiday pay

Sick pay

Employee assistance program

Job summary

Claremont Companies, Inc. in Bridgewater, MA, seeks a detail-oriented Family Office Accounting Specialist to manage day-to-day accounting across trusts, LPs, and LLCs.

You will process accounts payable, perform bank and investment reconciliations, maintain the general ledger, and support year-end tax workpapers under the Family Office Treasurer and Senior Accountant. The ideal candidate has 1–2 years of accounting experience, proficiency in Excel, and discretion handling confidential matters

Qualifications

• Bachelor’s degree in accounting or related field.
• 1–2 years of accounting experience, preferably in a family office environment.
• Experience with accounts payable, bank and investment account reconciliations, and journal entries.
• Experience with Yardi preferred.
• Advanced Excel skills.

Responsibilities

• Process vendor invoices and intercompany expenses across multiple entities.
• Prepare bank and brokerage reconciliations and maintain the general ledger.
• Record journal entries for accruals, intercompany activity, and distributions.
• Support year-end tax workpapers for partnerships, LLCs, trusts, and S corporations.
• Assist with special projects and process improvements.

Skills

Attention to detail

Excel

Discretion

Organization

Time management

Education

Bachelor’s degree in accounting or related field

Tools

Yardi

Job description

Claremont Companies, Inc. in Bridgewater, MA, seeks a detail-oriented Family Office Accounting Specialist to manage day-to-day accounting across trusts, LPs, and LLCs.

You will process accounts payable, perform bank and investment reconciliations, maintain the general ledger, and support year-end tax workpapers under the Family Office Treasurer and Senior Accountant. The ideal candidate has 1–2 years of accounting experience, proficiency in Excel, and discretion handling confidential matters