Senior Family Office & Trust Accountant - Remote

Accountingfly; United States; Remote; USD 108.000 - 132.000; Vollzeit

Benefits dieser Stelle

Health, dental, and vision insurance

Disability insurance (short- and long‑

Life insurance

Generous paid time off

Remote work technology allowance

Zusammenfassung

Confidential is seeking a Remote Family Office & Trust Accountant to manage books for a portfolio of entities and trusts. The role reports to the CEO and largely operates remotely with some in-person meetings.

Candidates should have CPA preferred and substantial accounting experience across multiple entities and trusts. Responsibilities include payroll, tax filings, cash management, and financial statement preparation, with emphasis on confidentiality and professional communication with service

Qualifikationen

• 6+ years of accounting experience
• CPA preferred
• Proficiency with QuickBooks and related accounting software
• Proficiency with Bill.com, Ramp, and related 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

Aufgaben

• 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

Kenntnisse

Verbal communication

Written communication

Interpersonal skills

Organization

Time management

Learning ability

Ausbildung

CPA preferred

Tools

QuickBooks

Bill.com

Ramp

Microsoft Office

Jobbeschreibung

Confidential is seeking a Remote Family Office & Trust Accountant to manage books for a portfolio of entities and trusts. The role reports to the CEO and largely operates remotely with some in-person meetings.

Candidates should have CPA preferred and substantial accounting experience across multiple entities and trusts. Responsibilities include payroll, tax filings, cash management, and financial statement preparation, with emphasis on confidentiality and professional communication with service