Family Office - Staff Accountant

Ascendo Resources; Miami (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

Ascendo Resources is seeking a highly organized Bookkeeper/Staff Accountant to join a private single-family office in Miami. This hands-on role will support financial operations, cash management, investment reporting, real estate holdings, and general AP/AR.

The ideal candidate will have strong accounting and Excel skills, a proactive mindset, and the ability to manage diverse responsibilities in a dynamic, entrepreneurial environment.

Qualifications

• 3+ years of experience in family office operations, accounting, finance, or private wealth management.
• Strong accounting knowledge and advanced Excel skills.
• Proficiency with QuickBooks and general ledger management.
• Experience with banking, cash management, and wire transfers.
• Ability to leverage AI and automation to improve efficiency.

Responsibilities

• Manage accounts payable, wire transfers, cash flow monitoring, and bank reconciliations.
• Maintain financial records, budgets, and reporting using QuickBooks and Excel.
• Track investment portfolios, capital calls, distributions, and overall financial positions.
• Support real estate operations, including expenses, vendor payments, and property documentation.
• Maintain records for trusts, LLCs, and other entities, coordinating with external advisors.
• Oversee administrative functions and identify opportunities to streamline processes through technology and AI.

Skills

Excel proficiency

Financial reporting

Attention to detail

Proactive mindset

Independent work

Tools

QuickBooks

Banking platforms

AI automation tools

Job description

Seeking a highly organized, detail-oriented Bookkeeper/Staff Accountant to join a private single-family office.

This hands-on role will support financial operations, cash management, investment reporting, real estate holdings, and general AP/AR

The ideal candidate will have strong accounting and Excel skills, a proactive mindset, and the ability to manage diverse responsibilities in a dynamic, entrepreneurial environment.

Key Responsibilities

• Manage accounts payable, wire transfers, cash flow monitoring, and bank reconciliations.
• Maintain financial records, budgets, and reporting using QuickBooks and Excel.
• Track investment portfolios, capital calls, distributions, and overall financial positions.
• Support real estate operations, including expenses, vendor payments, and property documentation.
• Maintain records for trusts, LLCs, and other entities, coordinating with external advisors.
• Oversee administrative functions and identify opportunities to streamline processes through technology and AI.

Qualifications

• 3+ years of experience in family office operations, accounting, finance, or private wealth management.
• Strong accounting knowledge, advanced Excel skills, and QuickBooks proficiency.
• Experience with banking platforms, cash management, and wire transfers.
• Ability to leverage AI and automation to improve operational efficiency.
• Highly organized, discreet, proactive, and comfortable working independently.