Family Office Accountant

The Wellington Agency • Wpb, FL

4d

About The Position

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.

Requirements

• 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

Responsibilities

• 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
• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level