Senior Private Family Office Accountant

Automatic Data Processing, Inc.; Carmel (IN); On-site; USD 90,000 - 120,000; Full time

Job summary

Automatic Data Processing, Inc. seeks a Senior Private Family Services Coordinator in Atlanta, GA to deliver comprehensive household management, accounting, and reporting for clients and families.

The role includes bill pay, estate and tax coordination, and collaboration with CPAs and attorneys to ensure accurate financial information. Responsibilities span onboarding, period-end reporting, investment basis tracking, and coordinating with internal teams and external advisors.

Qualifications

• Bachelor’s degree in accounting or related field is required.
• 5+ years of relevant private family office accounting experience preferred.
• Strong computer skills including tax prep software and QuickBooks.

Responsibilities

• Onboard clients and set up engagements.
• Prepare advanced financial statements and reports for clients.
• Coordinate quarterly estimated tax payments with tax advisors.
• Manage estate planning and family entity accounting tasks.
• Support internal teams and external advisors on financial matters.
• Handle administrative tasks and client communications.

Skills

Accounting

Financial reporting

Cash management

Client communication

Discretion

Education

Bachelor's degree in accounting or related field

Tools

Microsoft Office

QuickBooks

Tax software

Job description

Automatic Data Processing, Inc. seeks a Senior Private Family Services Coordinator in Atlanta, GA to deliver comprehensive household management, accounting, and reporting for clients and families.

The role includes bill pay, estate and tax coordination, and collaboration with CPAs and attorneys to ensure accurate financial information. Responsibilities span onboarding, period-end reporting, investment basis tracking, and coordinating with internal teams and external advisors.