Position:           Accountant

Location:          Midtown (hybrid)

Salary:             130k – 170k + Bonus

Boutique Family Office seeks an Accountant to join their Team!!

Responsibilities

·        Maintain full-cycle Accounting for personal and trust accounts using QuickBooks and supporting spreadsheets.

·        Maintain and reconcile bank accounts for personal and trust structures.

·        Execute bill-pay and other approved transactions under established authorization procedures.

·        Coordinate fund movements among personal accounts, trusts, and family branch LLCs with documented approval.

·        Record and reconcile distributions received from business entities in coordination with the Controller function.

·        Provide monthly reports to support trustee oversight and tax preparation.

·        Provide notarization of office documents as needed.

·        Prepare organized tax handoff packages for the outside CPA firm for personal and trust returns.

·        Coordinate with the CPA firm throughout the year on account questions, documentation, and tax-related follow-up.

·        Prepare trust-level financial information for trustees

·        Handle routine coordination with owners on personal and trust Accounting matters.

Qualifications

·        Bachelor’s degree in accounting, finance, or a related field.

·        7+ years of bookkeeping or accounting experience, including meaningful exposure to personal, trust, or family office accounting.

·        Direct experience in a family office, trust company, or comparable private wealth setting.

·        Strong working knowledge of QuickBooks and Excel.

·        Notary commission, or willingness to obtain one promptly upon hire.

·        Demonstrated discretion in handling highly confidential financial and personal information.

·        Strong trust-based professional references.