Senior Family Office Accountant – Multi-Entity & Close

Pitcairn; Conshohocken (Montgomery County); On-site; USD 65,000 - 95,000; Full time

Job summary

Pitcairn, a long-established wealth advisory firm in the United States, seeks a Family Office Specialist to manage recurring accounting for assigned families and entities. You will maintain accurate records and prepare supporting documentation across individuals, trusts, and LPs/LLCs.

You will own the month-end close, prepare financial statements, tax schedules, and year-end workpapers, with a focus on reliability, organization, and timely collaboration with the team.

Qualifications

• Bachelor's degree in accounting or equivalent experience.
• Strong accounting foundation with understanding of accounting processes.

Responsibilities

• Own the full month-end close cycle for assigned work, completing activities accurately and on time with appropriate supporting documentation.
• Prepare financial statements for individuals, trusts, and entities.
• Perform trust accounting and multi-entity accounting across LPs and LLCs.
• Prepare tax support schedules and year-end workpapers for external providers.
• Process capital calls and distributions and monitor liquidity for assigned entities.

Skills

Month-end close

Multi-entity accounting

Trust accounting

Financial statements

1099/1096 filings

Attention to deadlines

Communication skills

Education

Bachelor's degree in accounting

Job description

Pitcairn, a long-established wealth advisory firm in the United States, seeks a Family Office Specialist to manage recurring accounting for assigned families and entities. You will maintain accurate records and prepare supporting documentation across individuals, trusts, and LPs/LLCs.

You will own the month-end close, prepare financial statements, tax schedules, and year-end workpapers, with a focus on reliability, organization, and timely collaboration with the team.