Job Description

A multi-generational single-family office, seeks a detail-oriented accountant/bookkeeper to join their collaborative, long-tenured team. This role focuses on bill pay, entity accounting, and financial reporting for high-net-worth family clients.

Key Responsibilities:

• Manage bill payments, cash flow, and budgeting for client entities
• Reconcile accounts, monitor liquidity, and prepare financial statements
• Coordinate payments for loans, credit lines, and insurance
• Onboard clients to bill-pay systems and maintain accurate records
• Support special projects and communicate directly with family members

Qualifications:

• Associate/Bachelor’s degree; 5+ years accounting/bookkeeping experience
• Strong skills in AP/AR, reconciliations, reporting, budgeting, GL management
• Proficiency in accounting software (Dynamics, Intacct, QuickBooks, NetSuite) and Office 365
• Excellent attention to detail, confidentiality, and client service mindset
• Prior client-facing experience; family office experience a plus

Benefits: 401k match, profit sharing, excellent benefits, and a supportive, stable work environment.

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