Family Office Accountant

City Wide Facility Solutions•Lenexa, KS

About The Position

The Family Office Accountant manages day-to-day accounting and monthly financial reporting for multiple family-owned businesses, trusts, and individuals. The role includes maintaining financial records, supporting family members and management with administrative and personal needs, and balancing multi-entity accounting responsibilities with hands-on family office service. The position requires accuracy, discretion, and personalized support.

Requirements

3–5 years of multi-entity accounting experience, preferably supporting a family office or trusts.
Proficiency in Intuit QuickBooks and Microsoft Office, including task-management functions.
Strong organizational skills, attention to detail, and the ability to manage multiple accounts and priorities.
Sound judgment and discretion when handling confidential financial and personal information.
Ability to work independently while responding to the needs of management and family members.
Experience preparing business reports and presentations.

Nice To Haves

Bachelor’s degree in Accounting preferred.

Responsibilities

Prepare monthly financial statements for multiple family-owned businesses, trusts, and individuals.
Reconcile bank and investment accounts, track financial activity, and maintain accurate records in family office accounting software.
Manage bill payments and invoicing for family entities and individual family members.
Keep financial records organized across multiple entities and accounts while maintaining strict confidentiality.
Assist family members and management with scheduling, calendar management, phone calls, travel arrangements, property-related coordination, personal tasks, and local errands.
Receive, sort, and coordinate incoming mail and deliveries for executives.
Provide additional accounting and administrative support as needed.