Private Family Office Accounting Associate – West Palm Beach
Full-Time | Confidential Private Family Office
Hours: Monday–Friday, 9:00 AM–6:00 PM, with flexibility as needed
Salary: BOE

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 Quicken, 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 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

-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

-8-10+ years of accounting experience, including 5+ years’ experience in private family accounting, trust administration, or family office setting

-Proficiency in Quicken accounting software or equivalent and Microsoft Office

-Exceptional attention to detail, integrity, and discretion

-Bachelor’s degree in Accounting, Finance