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Family Office Accountant Jobs

Family Office (Jaws) Associate
By Starwood Capital Group At Miami, FL, United States
Work directly on and manage new investment ideas and opportunities as well as manage current portfolio companies;
Superior analytical, quantitative, and technical skills;
Strong academic background, preferably in finance or accounting;
3 years of relevant experience in Investment Banking or Private Equity;
Strong judgement and decision making skills;
Experience in managing, updating and analyzing large quantities of data;
Morgan Stanley Family Office - Client Management Associate
By Morgan Stanley At New York, NY, United States
Educate Advisors and clients about the MSFO offering, in partnership with management.
Strong organizational and process management skills
Keep track of open client requests and report progress to management.
Create client presentations, marketing, and educational materials.
2-4 years of experience: Financial services and/or consulting background is a plus
Strong PowerPoint skills, with the ability to thoughtfully craft client-facing presentations
Senior Analyst-Family Office Jobs
By Spectrum Search Group At Dallas-Fort Worth Metroplex, United States
2+ years of experience in finance, investment management, or in a related field.
Monitor activities of existing investments/managers and their adherence to investment policies.
Schedule, participate in, and take notes on quarterly investment manager conference calls.
Perform the screening and analytical portions of the manager search process.
Bachelor's degree in Finance, Economics, or Accounting
Experience with Solovis, Bloomberg, Factset, Capital IQ, Pitchbook, Morningstar desired.
Family Developer/Office Assistant
By A Greater Hope At Henderson, NV, United States
Demonstrated proficiency in working with computers including word processing, calendar management, software/database, and social media
Must have 1 years’ experience in sales and /or clerical work or other related experience.
Excellent communication skills; written and spoken English.
Strong decision making abilities and the ability to handle difficult situations with tact and diplomacy.
Must meet County Licensing and State insurance requirements.
Foster Family Agency experience preferred.
Morgan Stanley Family Office - Coo Associate
By Morgan Stanley At , New York, 10036
Minimum of 3 years of experience in consulting, financial services, business management/ strategy, wealth management and/or other related fields
Strong interpersonal and process management skills
Build solid relationships across WM Division and control groups, including the Risk, Legal & Compliance, Operations, Finance teams.
High level of attention to detail, with excellent written and verbal communication skills
Creating and delivering concise and effective presentations to communicate the business strategy across products, segments, and channels.
Be results oriented and quickly turn around high-quality work in a challenging environment
Family Office Senior Accountant
By Uline At , Pleasant Prairie, 53158
Bachelor's degree in Finance / Accounting.
4+ years of Accounting or bookkeeping experience.
Tuition Assistance Program that covers professional continuing education.
Process accounts payable and fixed asset accounting.
Reconcile balance sheet accounts and credit card transactions.
Perform month-end close and prepare financial statements.
Family Office Analyst Jobs
By Greran Group At New York, NY, United States
Knowledge, Skills & Abilities Required
Salary competitive and commensurate with qualifications and experience.
Exceptional analytical and research skills
Professional written and verbal communication skills
Proficient with Microsoft Office programs, particularly Excel
Strong work ethic with reliable confidentiality
Accountant / Office Manager Jobs
By Kaelin Construction, Inc. At Pleasanton, CA, United States
·Research items and information as requested by management
·3 to 5 years of related experience; construction industry preferred
·Skilled in computer applications, particularly MS Word, Excel, Outlook
·Strong written and oral English skills
·Accounts Receivable including invoicing, lien submittals, excellent customer service to all client inquiries
·Accounts Payable with job cost tracking
Morgan Stanley Family Office – Analyst
By Morgan Stanley At New York, NY, United States
Prior experience in consulting, wealth management and/or business strategy & management is preferred
Business Metrics & Presentations: Prepare business analysis, including preparing presentation and reporting materials for senior management
Vendor Management: Support competitive analysis and Third Party vendor evaluation, RFP process and onboarding
Support senior managers with the completion of project objectives, including tracking and reporting on progress of ongoing projects
The role requires a self-starter with strong communication and problem-solving skills, and the ability to learn quickly in a fast-paced environment
Strategic thinker with strong interpersonal skills, highly organized and very close attention to detail
Morgan Stanley Family Office - Coo Associate
By Morgan Stanley At New York, NY, United States
Minimum of 3 years of experience in consulting, financial services, business management/ strategy, wealth management and/or other related fields
Strong interpersonal and process management skills
Build solid relationships across WM Division and control groups, including the Risk, Legal & Compliance, Operations, Finance teams.
High level of attention to detail, with excellent written and verbal communication skills
Creating and delivering concise and effective presentations to communicate the business strategy across products, segments, and channels.
Be results oriented and quickly turn around high-quality work in a challenging environment
Head Of Family Office
By Abacus Group, LLC At New York City Metropolitan Area, United States
Strong time management and organizational skills
Research stakeholders’ income tax situation, estate plan, assets, and liabilities
Manage externally prepared tax returns
12+ years of family office accounting or HNW experience
Experience with trusts and estates preferred
High net worth tax experience required
Family Office Controller Jobs
By Private Family Office At Santa Monica, CA, United States
Experience with Xero, bill.com, Teamwork (or similar project management platforms)
Excellent prioritization of assignments and effective time management and ability to keep multiple tasks and projects organized and on time
Closely review all expenses, including personal, taxes, insurance, medical, education, and mortgage payments
Manage and review all bank account and credit card activity
7+ years of accounting experience
5+ years of leadership experience
Family Office Financial Assistant
By Brixey & Meyer Capital At Cincinnati Metropolitan Area, United States
Strong organizational, project management, problem-solving skills, and excellent multi-tasking abilities
LLC Management with Legal Counsel (non-BMC)
Manages business and personal calendars, travel schedules and business and household support
Manage and organize tax records and receipts
Previous experience providing support to the C-Suite
High level financial and tax knowledge
Family Office Supervisor Jobs
By Atlas Search At New York City Metropolitan Area, United States
8-12 years of public/private accounting experience
Excellent verbal and written communication skills
Booking K-1s and preparation or review of work papers
Accounting and Excel savvy – Templates, VLOOKUP’s, Macro, migrating information
Book journey entries including transfer of assets and noncash distribution.
Oversee monthly reporting for the Principal
Director Of Family Office Services
By Jobot At Los Angeles, CA, United States
Strong leadership and management skills, with the ability to inspire and motivate a team.
Manage estate and gift planning, including consultation and annual review
Bachelor's degree in Accounting, Finance, or related
CPA certification or JD is required.
Minimum of 10 years of experience in public accounting, with a focus on serving high-net-worth individuals and families.
Unlimited PTO and Generous Holiday Time!
Director - Family Office
By HNW Accounting At United States
Strong project management and client service skills
Strong interpersonal skills with an approachable and professional demeanor
Excellent verbal and written communication skills
Experience working with high net worth families
6-9 years of progressive accounting/bookkeeping experience
3+ years of professional services experience preferred
Svp, Business Development & Relationships - Lazard Family Office Partners
By Lazard At New York, United States
10+ years experience in the wealth management industry including working with Trust and Estate attorneys and accountants
Focus your relationship management expertise to effectively promote our services and expand our client base
Demonstrated success in business building, sales and relationship management
Educate COIs on LFOP’s capabilities
Showcase LFOP’s expertise and value proposition by hosting seminars, events providing educational resources, etc.
Comprehensive knowledge of investments, tax and estate planning services
Senior Accountant (100% Paid Benefits/ 2 Days In Office)
By LHH At New York City Metropolitan Area, United States
3-5 years' experience of full cycle accounting
Experience with system implementation / conversion a plus (NetSuite)
Review general ledger and financial statements for accuracy
Participate in monthly close process, including preparing reconciliations, journal entries, accruals, overhead allocations, etc.
Consolidate subsidiaries and make elimination entries, as well as inter-company billing and allocations.
Prepare audit schedules as needed for external audit, including financial statement and tax audits.
Vice President, Family Office
By Confidential At Cleveland, OH, United States
• Develop and oversee the management and strategic development of the family office.
• Excellent organizational skills and ability to prioritize workflow and manage multiple projects.
The responsibilities of this role will be broad and varied to include but not limited to:
• Demonstrated experience in being flexible and resourceful within a complex and lean environment.
• Demonstrated leadership and mentoring skills towards direct subordinates.
• Well-developed quantitative skills, including proficiency with Excel, QuickBooks and other accounting systems.
Associate - Private Family Office
By MFO Ventures At United States
At least 2 to 3 years of professional experience, primarily in investment banking, consulting, or investment management
Advanced knowledge of Excel (strong modeling experience essential)
Work collaboratively with finance, operations, and product leaders of portfolio companies to prepare and analyze associated materials
Bachelor’s Degree in Finance, Accounting, Business, or a related major
Exceptional analytical, strategic, and critical thinking skills essential
Strong organizational skills with the ability to multitask and prioritize workload

Are you an experienced accountant looking to join a family office? We are looking for a Family Office Accountant to join our team and help manage the financial operations of our clients. You will be responsible for preparing financial statements, analyzing financial data, and providing financial advice to our clients. If you are looking for an exciting and rewarding career in accounting, this is the job for you!

Overview Family Office Accountants are responsible for providing financial services to high net worth individuals and families. They are responsible for managing the financial affairs of the family, including investments, taxes, estate planning, and other financial matters. Detailed Job Description Family Office Accountants are responsible for providing comprehensive financial services to high net worth individuals and families. They are responsible for managing the financial affairs of the family, including investments, taxes, estate planning, and other financial matters. They must be able to analyze financial data and provide advice on financial matters. They must also be able to develop and implement financial plans and strategies. Job Skills Required
• Knowledge of financial planning and investment strategies
• Knowledge of accounting principles and practices
• Knowledge of tax laws and regulations
• Ability to analyze financial data
• Ability to develop and implement financial plans
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize work
Job Qualifications
• Bachelor’s degree in accounting, finance, or a related field
• CPA or CFA certification preferred
• 5+ years of experience in a financial role
• Knowledge of financial planning and investment strategies
• Knowledge of accounting principles and practices
• Knowledge of tax laws and regulations
Job Knowledge
• Knowledge of financial planning and investment strategies
• Knowledge of accounting principles and practices
• Knowledge of tax laws and regulations
• Knowledge of estate planning and trust administration
• Knowledge of financial markets and instruments
Job Experience
• 5+ years of experience in a financial role
• Experience in a family office setting preferred
• Experience with financial planning and investment strategies
• Experience with accounting principles and practices
• Experience with tax laws and regulations
Job Responsibilities
• Analyze financial data and provide advice on financial matters
• Develop and implement financial plans and strategies
• Manage investments and other financial assets
• Prepare and review financial statements
• Prepare and review tax returns
• Monitor and manage cash flow
• Develop and implement estate planning strategies
• Monitor and manage risk management strategies