Family Office & Trust Accountant, US Remote

And Simple ApS; United States; Remote; USD 108.000 - 132.000; Vollzeit

Benefits dieser Stelle

Health, dental, and vision insurance

Short-term and long-term disability

Life insurance

Generous paid time off

Remote work technology allowance

Zusammenfassung

Confidential, a UHNW multi-generational single-family office, seeks a Remote Family Office & Trust Accountant to manage books for small business entities, passive investment entities, trusts, and personal records. Reporting to the CEO, the role is largely remote with occasional in-person meetings.

Ideal candidates have 6+ years accounting experience, CPA preferred, and are proficient in QuickBooks, Bill.com, Ramp, and MS Office, with strong communication and confidentiality.

Qualifikationen

• 6+ years of accounting experience in UHNW family-office or similar environments.
• CPA preferred or equivalent certification.
• Proficiency with QuickBooks and related accounting software.
• Experience with Bill.com, Ramp, and MS Office.
• Excellent verbal and written communication skills.
• Strong interpersonal and client service skills.
• Exceptional organization and attention to detail.
• Ability to manage time, meet deadlines, and work independently.
• Ability to prioritize tasks and delegate when appropriate.
• Willingness to learn new software and processes.

Aufgaben

• Manage daily accounting operations for small business entities, passive investment entities, and trusts.
• Prepare and analyze financial statements for accuracy and compliance.
• Oversee cash management and bank reconciliations.
• Review invoices, payments, and transfers (wires, ACH, internal transfers).
• Prepare and file 1099s, W-2s, and property taxes.
• Process payroll for multiple entities and related matters.
• Prepare budgets, forecasts, and financial analyses as requested.
• Assist management decisions with financial analysis.
• Communicate with tax, insurance, legal, and investment providers.
• Contribute to internal controls and compliance procedures.
• Implement procedural and strategic changes as directed.
• Create invoices and handle limited billing for professional services.
• Support the CEO’s remote work environment (mail, packages, supplies).
• Maintain strict confidentiality regarding the office, family, and business dealings.

Kenntnisse

Accounting experience

Communication skills

Interpersonal skills

Time management

Independent work

Ausbildung

CPA certification preferred

Tools

QuickBooks

Bill.com

Ramp

Microsoft Office

Jobbeschreibung

Accountant for a multi-generational UHNW single family office, reporting to the CEO: books for small business entities, passive investment entities, trusts and personal books.

Job Title: Remote Family Office & Trust Accountant

Job ID: 1067398

Date Posted: November 5, 2026

Employment Type: Full-time (35-40 hours per week)

Hiring Company (Organization): Confidential

Location: US Remote

Applicants must be located in the United States, Eastern Time Zone

Base Salary: $120,000 per year (USD)

Job Description

Commensurate with experience and qualifications.

Our client is a single-family office and is seeking a Family Office & Trust Accountant to join its collaborative team. The office serves a multi-generational ultra-high-net-worth family and focuses on preserving wealth across generations, with services tailored to the family’s values, goals, and evolving needs.

Reporting directly to the CEO, the Accountant will manage the books and records for a portfolio of small business entities, passive investment entities, and trusts, as well as the personal books and records of several individuals. The role also supports a large trust for which the CEO serves as trustee. This position is largely remote, with occasional in-person meetings.

Key Responsibilities

• Manage daily accounting operations, including accounts payable, accounts receivable, account management, and reconciliations
• Prepare and analyze financial statements to ensure accuracy and compliance with accounting standards and management direction
• Oversee ongoing cash management, including bank account reconciliations
• Review and process invoices, payments, and transfers (wires, ACH, and internal transfers)
• Prepare and file 1099s, W-2s, and property taxes
• Process payroll for multiple entities and handle related matters
• Prepare budgets, forecasts, and financial analyses as requested
• Analyze options to support management decision-making
• Communicate professionally with tax, insurance, legal, and investment management service providers
• Contribute to the development and maintenance of internal controls and compliance procedures
• Implement procedural and strategic changes as directed
• Create invoices and handle limited billing for professional services
• Provide periodic support for the CEO’s remote work environment (receiving mail, packages, and supplies)
• Maintain the highest level of confidentiality regarding the office, the family, and all business dealings

Requirements

• 6+ years of related accounting experience
• CPA preferred
• Proficiency with QuickBooks and related accounting software
• Proficiency with, or ability to quickly learn, Bill.com, Ramp, and related productivity tools
• Proficiency with Microsoft Office Suite
• Excellent verbal and written communication skills
• Strong interpersonal and client service skills
• Exceptional organization and attention to detail
• Proven ability to manage time, meet deadlines, and work independently
• Ability to prioritize tasks and delegate when appropriate
• Demonstrated ability to learn new software and processes

Benefits

• Health, dental, and vision insurance
• Short-term and long-term disability insurance
• Life insurance
• Generous paid time off
• Remote work technology allowance

Work Schedule & Location

35-40 hours per week

Primarily remote, with occasional in-person meetings with the CEO and staff

Preference for candidates residing in metro Indianapolis, Indiana or metro Tampa Bay, Florida