Private Family Office Accounting Associate ; West Palm , FL

A private family office is seeking an experienced Accounting Associate to manage daytoday financial operations, personal and entity accounting, bill-pay, and administrative support for the family and related entities. This role requires exceptional organization, accuracy, discretion, and the ability to work independently in a fastpaced, high expectation environment. The ideal candidate has deep experience in private family accounting, trust administration, or family office operations, along with strong analytical and communication skills.

• Review, process, and track all household and personal bills, payments, and reimbursements
• Process manual, online, and auto-pay bills; oversee vendor accounts and payment schedules
• Reconcile bank and credit card accounts monthly; review financial activity for accuracy
• Maintain accurate personal financial records, ledgers, cash schedules, and reconciliations
• Manage account transfers, wire requests, and implement fraud prevention controls (e.g., positive pay)
• Organize and process incoming mail, invoices, statements, and documentation
• Monitor recurring expenses and identify discrepancies or irregularities

• Handle payments, transfers, distributions, and reconciliations for family trusts, LLCs, and entities
• Manage trust distributions, tax payments, life insurance premiums, and related schedules
• Support private equity capital calls and maintain investment-related documentation
• Assist with investment reporting; investment knowledge a plus

• Prepare and maintain spreadsheets, financial summaries, budgeting tools, and cash flow tracking
• Assist with budgeting, forecasting, and year-end reporting
• Coordinate with external accountants, auditors, attorneys, and financial advisors
• Manage organization of financial documents and support tax document submissions
• Maintain digital and physical filing systems, ensuring confidentiality and accuracy
• Assist with estate planning updates and maintaining an organized service calendar
• Provide general administrative support to support smooth family office operations

• Bachelor’s degree in Accounting, Finance, or related field
• Minimum 10 years of accounting or bookkeeping experience
• 5+ years’ experience in a private family office, UHNW family, trust administration, or similar highconfidentiality environment preferred
• Strong analytical skills, accuracy, and comfort working with numbers
• Highly organized, detail oriented, and capable of managing multiple priorities independently
• Exceptional discretion, integrity, and ability to handle sensitive information
• Proficiency in Quicken or equivalent accounting software and Microsoft Office
• Excellent documentation, recordkeeping, and communication skills
• Willingness to work evenings or weekends as needed