Senior Private Family Office Accountant & Advisor

Oxford Financial Group, Ltd.; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Job summary

Oxford Financial Group, Ltd. is seeking a Senior Private Family Services Coordinator in Atlanta, GA. The role focuses on complex household management, accounting, and reporting for client families, including bill pay and investment statement preparation.

You will work with a team to manage tax and estate matters, coordinate with CPAs and attorneys, and support onboarding and training. The position requires strong organizational skills and discretion in handling confidential information.

Qualifications

• Bachelor’s degree in accounting.
• Minimum 5+ years of accounting or private family office experience.
• Proficient in Microsoft Office and tax preparation software; QuickBooks experience preferred.
• Exposure to estate planning structures and trusts preferred.
• Excellent written, verbal and interpersonal communication; highly organized and detail‑oriented.

Responsibilities

• Handle comprehensive household management and accounting tasks.
• Oversee bill payments and bank/credit card reconciliation.
• Prepare advanced financial statements, forecasts, and cash flow reports.
• Coordinate with CPAs and attorneys on tax and estate matters.
• Assist with onboarding, training, and internal projects as needed.
• Maintain organized client files and documentation.

Skills

5+ years accounting experience

Strong communication skills

Education

Bachelor’s degree in accounting

Tools

Microsoft Office

QuickBooks

Job description

Oxford Financial Group, Ltd. is seeking a Senior Private Family Services Coordinator in Atlanta, GA. The role focuses on complex household management, accounting, and reporting for client families, including bill pay and investment statement preparation.

You will work with a team to manage tax and estate matters, coordinate with CPAs and attorneys, and support onboarding and training. The position requires strong organizational skills and discretion in handling confidential information.