Family Office Accountant

EEA Companies•Greensboro, NC

About The Position

We are seeking a Family Office Accountant to support the Controller and assist with day-to-day accounting activities across multiple entities. This role blends traditional corporate accounting responsibilities with executive and family office–related financial support, including exposure to investment entities, trusts, and holding companies. The position requires a high degree of professionalism, discretion, sound judgment, and the ability to operate comfortably in a confidential, relationship-driven environment. This role is well-suited for an accountant who is highly organized, detail-oriented, and dependable, and who enjoys variety in their work. The position offers meaningful exposure to leadership, a broad range of accounting activities, and the opportunity to take on increased responsibility over time.

Requirements

3–7+ years of progressive accounting experience; family office, private equity–backed, investment, trust, or multi-entity environment experience strongly preferred
Bachelor’s degree in accounting or a related field, or equivalent experience
Solid understanding of general ledger accounting, reconciliations, cash management, and expense processing
Exceptional organizational skills and strong attention to detail
Demonstrated ability to handle confidential and sensitive information with professionalism and discretion
Comfortable interacting with executives and family members in a professional, high-trust environment
Reliable, proactive, and able to manage multiple priorities and deadlines
Clear and effective written and verbal communication skills
Proficient in Microsoft Office (Excel, Word, Outlook); ability to learn accounting and expense management systems

Nice To Haves

Familiarity with accounting for holding companies, trusts, or investment entities a plus
NetSuite experience preferred but not required

Responsibilities

Assist with processing and tracking personal bills, payments, and expenses related to executive, family office, trust, and investment-related matters
Maintain organized records and supporting documentation for family office, trust, and investment entity financial activity
Track executive, family, and investment-related expenses and assist with monthly GST trust reimbursement and reporting
Manage month-end and quarter-end close processes for Trust companies and Mark’s personal financials, including journal entries, account reconciliations, and financial reporting
Process biweekly payroll for Mark’s domestic employees, including monthly, quarterly, and annual payroll, benefits, and workers compensation filings, oversight, and audits
Assist with administrative and financial support related to holding companies and investment vehicles, as directed
Serve as a trusted point of contact for routine financial or logistical requests
Handle sensitive personal, investment, and financial information with discretion, professionalism, and sound judgment
Support the Controller with accounting activities across multiple operating companies, holding companies, and investment entities
Manage month-end and quarter-end close processes for EEA, including journal entries, account reconciliations, and financial reporting
Process biweekly payroll for EEA, including monthly, quarterly, and annual payroll, benefits, and workers compensation filings, oversight, and audits
Support quarterly corporate reporting, including preparation of monthly Cash Balances report,
Prepare owner distributions and capital activity, including tracking, documentation, coordination of payments, and investor accounting and reporting
Support cash management activities across entities, including monitoring balances, tracking cash movements, and assisting with cash-related reporting
Provide budget support, including preparation of supporting schedules, tracking actuals vs. budget, and variance explanations
Assist with parent company financial preparation and reporting, including consolidation support and intercompany activity
Process accounts payable and support assigned accounting projects
Prepare EEA intercompany reconciliations and allocations, including credit cards and expenses, and regularly audit intercompany allocations
Maintain accurate and timely financial records in accordance with established policies, internal controls, and governance requirements
Coordinate with payroll and HR to support reporting, reimbursements, and required documentation
Provide general accounting and administrative support to ensure processes remain organized and efficient, including quarterly corporate file audits and administration