Accounting Associate

Our client, a north family investment office is seeking an Accounting Associate to handle Accounts Payable and bookkeeping duties for corporate entities and related members in a fast-paced environment.

$75,000- $80,000

• True Family Feel in a Family Office
• Great work/life balance- everyone recognizes importance of work/life balance
• Strong benefits- employer pays 90% for health insurance premium
• 401k with 5% match
• Unlimited PTO

• Manage full-cycle Accounts Payable (100-125 payments/month) across family members, corporate entities and 2 private foundations
• Review and process invoices, ensure proper approvals, verify documentation and monitor budgets as needed
• Coordinate and track foundation grants, property tax payments (5 properties) and auto‑paid personal bills (what bills are on autopay, what’s manual, contracts that need to be updated)
• Prepare and process quarterly and year‑end tax payments, ensuring timely submission to the IRS and multiple states
• Reconcile corporate credit card and household debit card transactions
• Maintain accurate financial records in Quick Books for foundation account
• Manage LLC annual filings, sorting/managing incoming mail and key sensitive items (tax notices/bills)
• Oversee household payroll for 5 employees
• Proactively identify opportunities for process improvements

• Associate degree or equivalent experience
• 2+ years experience in bookkeeping/Accounts Payable roles
• Quick Books experience preferred
• Highly detail oriented with strong focus on accuracy- good communication skills
• Organized and able to prioritize tasks across multiple stakeholders
• Service oriented with a “roll up your sleeves” mindset; self‑starter attitude
• Experience handling tax payments a plus
• Open to learning new technologies