Experienced Associate, Family Office

What You’ll Do 

Are you a detail-oriented accounting professional who thrives in a dynamic, fast-paced environment? As an Experienced Staff within our Family Office (Business & Accounting) team, you will support a high-touch client environment by providing day-to-day accounting, reporting, and operational support across multiple clients.

This role requires strong technical skills, adaptability, and a proactive mindset to help manage evolving client needs while ensuring accuracy and responsiveness. 

You will serve as a key team contributor, acting as a bridge between leadership and less experienced team members, while helping to manage workflows, troubleshooting issues, and keep client deliverables on track. 

Client Support & Operational Execution 



* Support a high-touch, dynamic client environment, assisting with day-to-day accounting and operational needs 



* Act as a liaison between leadership and less experienced team members, ensuring smooth communication and workflow execution 



* Assist with client payments, transaction processing, and financial activity tracking 



* Draft and support client communications, including emails and status updates 



* Provide support across multiple clients, rather than owning a single engagement 

Accounting, Reporting & Review 



* Perform and support QuickBooks accounting or similar software, including reconciliations and financial reporting 



* Assist with review work, ensuring accuracy and completeness of financial data 



* Work with brokerage statements and investment-related accounting, including alternative investments 



* Help identify and resolve discrepancies through hands-on troubleshooting and problem-solving 



* Maintain strong attention to detail while managing competing priorities 

Workflow Management & Problem Solving 



* Proactively anticipate incoming work and help manage deadlines 



* Step in to troubleshooting issues and resolve day-to-day challenges across engagements 



* Adapt quickly to changing priorities and client needs 



* Support process improvements to enhance efficiency and service delivery 

Who You Are 

Qualifications 


* Bachelor’s degree in accounting, Finance, or a related field preferred 



* 1–5+ years of experience in accounting, bookkeeping, or family office environments 



* Strong QuickBooks and Excel skills required 



* Experience with general corporate and personal accounting 



* Exposure to investment accounting or brokerage statement analysis preferred 



* Ability to work in the U.S.

without the need for employer sponsorship 

 

Preferred Background 


* Experience in a family office or single-family office environment preferred 



* Exposure to Office of the CFO–type services or outsourced accounting environments 



* Familiarity supporting high-net-worth individuals or closely held businesses 



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