Senior Private Family Office Coordinator

Oxford Financial Group, Ltd.; Cincinnati (OH); On-site; USD 75,000 - 110,000; Full time

Job summary

Oxford Financial Group, Ltd. is seeking a Private Family Services Senior Coordinator to provide comprehensive household management and accounting for client families. You will handle bill pay, family entity accounting, and forecasting, while coordinating with CPAs and attorneys on tax matters.

You will support the team manager with internal projects, compliance, and training, ensuring accuracy and confidentiality across complex financial information.

Qualifications

• Bachelor’s degree in accounting, business administration or related field.
• 5+ years of relevant work experience in accounting preferred.
• Experience with estate planning structures or trusts a plus.

Responsibilities

• Onboard clients and set up engagements; discuss scope of work.
• Manage financial accounting, reporting and cash management for families/entities.
• Coordinate quarterly estimated tax payments and tax filings with advisors.
• Prepare advanced financial statements and period-end reports as requested.
• Support estate planning and family entity accounting with internal teams.

Skills

Analytical

Communication

Discretion

Attention to detail

Education

Bachelor’s degree in accounting, business administration or related field

Tools

Microsoft Office

Tax preparation software

QuickBooks

Job description

Oxford Financial Group, Ltd. is seeking a Private Family Services Senior Coordinator to provide comprehensive household management and accounting for client families. You will handle bill pay, family entity accounting, and forecasting, while coordinating with CPAs and attorneys on tax matters.

You will support the team manager with internal projects, compliance, and training, ensuring accuracy and confidentiality across complex financial information.