The Family Accountant will support financial operations of a high-net-worth family. This role involves managing day-to-day accounting, financial reporting, investment tracking, and assisting with tax preparation and planning.
Client Details
Our client is a Family Office.
Description
- Maintain accurate and up-to-date general ledger for family entities (e.g., trusts, LLCs, partnerships, foundations).
- Process accounts payable/receivable, bank reconciliations, and journal entries.
- Prepare monthly, quarterly, and annual financial statements and reports.
- Track and reconcile investment accounts, including alternative investments, private equity, real estate, and marketable securities.
- Support annual tax preparation, including gathering documentation and coordinating tax preparers.
- Maintain records for charitable donations, trust distributions, and capital calls.
- Assist with budgeting, cash flow forecasting, and liquidity management.
- Manage payroll and benefits for household or office staff.
- Ensure compliance with relevant financial and legal regulations.
Profile
- The ideal candidate is discrete, proactive, and has prior experience working in a family office or similar environment.
- 5-8 years of relevant experience, ideally with a family office or a public accounting firm with family office clients.
- Strong organizational skills with keen attention to detail.
Job Offer
- Fully paid medical benefits
- 2 days a week in the office, 3 days to WFH
- FULLY REMOTE August
- 10% 401K Match
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.