Private Family Office Accountant

PRIVATE FAMILY OFFICE ACCOUNTANT
Youngstown, OH
$90,000- $120,000

A successful private family is seeking a highly trustworthy and detail-oriented Private Family Office Accountant to support the owners with a variety of personal and family financial activities. This is a highly confidential position that will work closely with the family and their trusted advisors to ensure financial obligations are handled accurately, efficiently, and discreetly.

The ideal candidate will have a strong accounting foundation, excellent organizational skills, and the judgment and discretion required to work with highly confidential financial information.

OVERVIEW OF THE PRIVATE FAMILY OFFICE ACCOUNTANT ROLE:

• Manage day-to-day accounting and financial activity for the family
• Monitor multiple bank and financial accounts and maintain accurate records
• Coordinate transfers of funds between accounts as directed by the family
• Initiate and coordinate payments for personal, family, property, and other expenses
• Ensure funds are available in the appropriate accounts to meet upcoming obligations
• Track and reconcile bank activity and account balances
• Prepare and maintain cash flow schedules and reports
• Coordinate with banks, wealth advisors, investment managers, CPAs, attorneys, and other professional advisors
• Assist with bill payment and expense management
• Maintain accurate records of personal and family financial transactions
• Reconcile accounts and investigate discrepancies
• Assist with budgeting, cash forecasting, and financial reporting
• Maintain organized documentation for tax preparation and other reporting requirements
• Support financial and administrative projects for the family as needed
• Handle all financial information with the highest level of confidentiality and discretion

The ideal candidate may come from a public accounting, corporate accounting, private wealth, family office, or high-net-worth accounting environment and understands both the technical accounting side and the importance of discretion when working with private financial information.

We are looking for someone who is:

• Extremely trustworthy and discreet
• Highly organized and detail-oriented
• Comfortable working independently
• Responsive and able to prioritize requests quickly
• Comfortable communicating directly with ownership and outside advisors
• Strong with banking platforms, Excel, and accounting systems
• Comfortable handling confidential financial information
• Able to exercise sound judgment when managing financial transactions

PREFERRED QUALIFICATIONS FOR THE PRIVATE FAMILY OFFICE ACCOUNTANT ROLE:

• Bachelor's degree in Accounting, Finance, or related field preferred
• 3+ years of accounting or financial management experience
• Strong understanding of general ledger accounting and reconciliations
• Experience working with multiple bank accounts preferred
• Strong Excel skills
• Experience coordinating payments, cash transfers, or banking activity preferred
• Family office, private wealth, public accounting, or high-net-worth client experience is a plus