Senior Family Office Accountant & Operations

Lily Pond Services LLC; West Palm Beach (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Lily Pond Services LLC is seeking an experienced Accounting Associate to manage day-to-day financial operations for the family and related entities in West Palm Beach, FL. The role requires strong organization, discretion, and the ability to work independently in a fast-paced, high-expectation environment.

The ideal candidate has deep experience in private family accounting, trust administration, or family office operations, with solid analytical and communication skills.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 10+ years of accounting or bookkeeping experience.
• 5+ years in a private family office, UHNW family, trust administration or similar high confidentiality environment preferred.
• Proficient in accounting software and Microsoft Office.
• Willingness to work evenings or weekends as needed.

Responsibilities

• Review, process, and track household personal bills and reimbursements.
• Reconcile bank and credit card accounts monthly; review financial activity for accuracy.
• Manage transfers, wire requests, and implement fraud prevention controls.
• Support trusts, LLCs, and other entities with payments and reconciliations.
• Prepare financial summaries, budgets, and cash flow tracking.
• Coordinate with external accountants, auditors, attorneys, and financial advisors.

Skills

Analytical skills

Attention to detail

Discretion

Microsoft Office

Quicken

Communication skills

Education

Bachelor's degree in Accounting or Finance

Tools

Quicken

Microsoft Office

Job description

Lily Pond Services LLC is seeking an experienced Accounting Associate to manage day-to-day financial operations for the family and related entities in West Palm Beach, FL. The role requires strong organization, discretion, and the ability to work independently in a fast-paced, high-expectation environment.

The ideal candidate has deep experience in private family accounting, trust administration, or family office operations, with solid analytical and communication skills.