Part-Time Family Office Accountant – Trusts & Investments (Onsite)

Vaco; Bridgewater Township (NJ); On-site; USD 55,000 - 76,000; Part time

Benefits offered by this job

Discretionary bonuses

Medical benefits

Dental benefits

Vision benefits

401(k) retirement plan

Job summary

Vaco Recruiter Services is seeking a part-time Family Office Accountant for an onsite role near Bridgewater, NJ. Responsible for owner’s personal finances, trusts, investments, and related real estate holdings. QuickBooks is required and prior experience with family offices or small businesses is preferred.

4–5 days onsite, totaling 24 hours weekly. Responsibilities include processing invoices, bank reconciliations, journal entries, year-end 1099s, and liaison for tax returns, with beneficial

Qualifications

• Excellent written and verbal communication skills.
• Bachelor's degree in accounting required.
• Minimum of 3 years’ experience in accounting in a family office or small business environment.

Responsibilities

• Invoice processing.
• Cash receipt recording.
• Bank reconciliations and monthly financial reporting for trusts, foundations, and investments.
• Posting journal entries.
• Processing year end 1099s.
• Recording expenses, receipts, distributions, payroll funding and other transactions accurately and on time.
• Trial balance generation and review.
• Provide financial reports.
• Act as the liaison regarding tax returns.

Skills

Communication skills

Education

Bachelor's degree in accounting

Tools

QuickBooks

Job description

Vaco has a client near Bridgewater NJ looking for a part timeFamily Office Accountant to work onsite and be responsible for the accounting related to the owner’s personal finances, trusts and investments, as well as some real estate holdings.
QuickBooks is required, as is experience working for a small family owned business or a family office. Trust and investment accounting experience is a plus.

Hours can be split between 4 or 5 days a week onsite, for a total of 24 hours.

Responsibilities include:

• invoice processing, cash receipt recording, bank reconciliations and monthly financial reportingfor trusts, foundations, and investments
• posting journal entries
• processing year end 1099s
• recording expenses, receipts, distributions, payroll funding and other transactions accurately and on time.
• trial balance generation and review
• provide financial reports
• act as the liaison in regards to tax returns
  

Required:

• Bachelors’ degree in accounting
• QuickBooks experience required
• Minimum of 3 years’ experience in accounting in a family office or small business environment
• Experience with accounting for Trusts and Foundations or Reals Estate is a plus
• Excellent written and verbal communication skills

Target pay - $40-55hr

For a full job description and consideration, please apply here or send your resume and target salary to [e-mail] with FAMOFF NJ in the subject line.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.