Family Office Accountant

Title: Accountant

Hourly Rate: $65-$70

Schedule: 15-20 hours/week

This is a temp-to-perm role.

Expectation is hybrid if local; 100% remote if not local.

Our client is a boutique firm providing high-touch accounting and operational support to family offices, high-net-worth individuals, and closely held entities. They are seeking a part-time Family Office Accountant to work closely with firm leadership in supporting a select group of clients. This is a client-facing role focused on maintaining accurate financials, supporting cash management, and assisting with the day-to-day financial and operational coordination required in a high-touch environment.

The role supports multiple client engagements and is best suited for someone who is experienced, detail-oriented, and comfortable operating in a collaborative and dynamic setting. It requires strong technical judgment, independence, and the ability to serve as a reliable right-hand support while also contributing to continuity and coverage across the firm.

Core Responsibilities

· Maintain financials across multiple entities (trusts, LLCs, investments)

· Lead month-end close and prepare monthly/quarterly reporting

· Keep QuickBooks Online accounts in clean, CPA-ready condition

· Manage accounts payable and support invoicing/receivables for select clients

· Communicate directly with clients and ensure timely follow-through

· Perform and review reconciliations; investigate and resolve discrepancies

· Coordinate with CPAs and advisors on tax and planning matters

· Track investment and entity-level activity

Qualifications/Skills

· 7+ years of accounting experience

· Strong QuickBooks Online proficiency

· Experience with high-net-worth clients, family offices, or closely held businesses preferred

· Strong technical accounting skills and attention to detail

· Comfortable working independently and resolving issues without detailed direction

· Clear and professional communication style