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New Jersey–based single family office seeks exceptionally intelligent and responsible Finance and Accounting specialist to collaborate closely with our CFO and other key team members. Our team has a comprehensive approach to address all financial needs of the family office and associated entities.
Job Responsibility
The successful candidate will play a key role in creating the foundation for a sophisticated family office structure, including accounting, reporting, cash management, document organization, tax coordination, and advisor management
Assist in building Family Office Infrastructure
Establish accounting systems and procedures across all family entities
This is a hands-on role responsible for developing accounting processes, implementing reporting systems, organizing financial information across entities, and establishing best practices for family office operations
Create and maintain entity organizational charts and ownership structures
Develop a centralized financial reporting framework
Implement document management and record retention systems
Assist in evaluating and implementing family office technology platforms
Family Office Administration
Organize financial records and historical documentation
Establish chart of accounts and reporting standards
Perform month-end and year-end close procedures
Investment & Asset Reporting
Track private investments, and distributions
Maintain compliance calendars and filing requirements
Work closely with attorneys, insurance advisors, and investment professionals
Support future growth of the family office platform
Manage accounting for trusts, LLCs, investment entities, and personal assets
Requirements
8+ years in family office, private client, public accounting, private equity, or wealth management environments
Advanced Excel skills
Demonstrated experience building processes rather than simply maintaining existing ones
Experience with high-net-worth clients
Experience in working with QuickBooks and/or other accounting software
Familiarity with family office and reporting platforms
Strong accounting and financial reporting expertise