Family Office - Staff Accountant

Key Responsibilities: Manage accounts payable, wire transfers, cash flow monitoring, and bank reconciliations. Maintain financial records, budgets, and reporting using QuickBooks and Excel. Track investment portfolios, capital calls, distributions, and overall financial positions. Support real estate operations, including expenses, vendor payments, and property documentation. Maintain records for trusts, LLCs, and other entities, coordinating with external advisors. Oversee administrative functions and identify opportunities to streamline processes through technology and AI.

Qualifications: 3+ years of experience in family office operations, accounting, finance, or private wealth management. Strong accounting knowledge, advanced Excel skills, and QuickBooks proficiency. Experience with banking platforms, cash management, and wire transfers. Ability to leverage AI and automation to improve operational efficiency. Highly organized, discreet, proactive, and comfortable working independently. Exposure to private investments, real estate, or estate planning structures preferred.