Personal & Trust Accounting Manager
Full-Time | Confidential Private Family Office

Overview
This position provides comprehensive financial organization and bill-pay services for a private family and related entities. The ideal candidate is highly organized, detail-oriented, discreet, and experienced in private family accounting or family office environments.

Key Responsibilities

Personal Bill Pay & Accounting

• Manage all household and personal bill payments (manual, online, and auto-pay).

• Organize and process incoming mail, invoices, and electronic statements.

• Reconcile bank and credit card accounts monthly.

• Maintain accurate records in QuickBooks Online, including cash schedules and ledgers.

• Oversee account transfers, wire requests, and fraud prevention (positive pay).

• Coordinate annual tax document submissions and assist with private equity reporting.

• Manage eMoney portal and organize financial documents for accountants and advisors.

Trust & Entity Management

• Handle payments, transfers, and reconciliations for family trusts and LLCs.

• Manage trust distributions, tax payments, and life insurance premium schedules.

• Prepare Crummey letters and coordinate with trustees and institutions for new trust accounts.

• Support private equity capital calls and maintain trust financial documentation.

Family Office Coordination

• Collaborate with external accountants, attorneys, and financial advisors.

• Maintain an organized service calendar and assist with estate planning updates.

• Ensure accuracy, confidentiality, and timely execution of all financial tasks.

Qualifications

• 5+ years’ experience in private family accounting, trust administration, or family office setting.

• Proficiency in QuickBooks Online and Microsoft Office.

• Exceptional attention to detail, integrity, and discretion.

• Bachelor’s degree in Accounting, Finance, or related field preferred.