High Net Worth Family Accountant

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High Net Worth Family Accountant
 
Are you passionate about providing detailed accounting for high-net-worth families and ready to make an impact at the highest level? As a part time (approx. 20 hrs/wk) Accountant for an accomplished family, you’ll manage and optimize financial operations, offer strategic insights, and ensure every dollar works its hardest—all while collaborating with a driven household team.  
 
What You’ll Do:

• Maintain accurate, up-to-date financial and investment records for individuals and the family, which includes several entities, coordinating seamlessly with the EA/House Manager for consolidated household accounts. 
• Develop and manage budgets, prepare regular financial and liquidity reports, and monitor progress. 
• Oversee the work of external CPAs for tax filings (income, gift, and charitable donations), while ensuring all compliance standards are met. 
• Manage payroll and benefits for household staff. 
• Partner with financial advisors on potential corporate restructuring opportunities. 
• Supervise insurance renewals, claims, and asset appraisals in collaboration with in-house managers. 
• Advise on contract renewals for major expenses and donations, ensuring timely payments and clear communication. 
• Present insightful reports to the family, spotlighting trends, findings, and opportunities for improvement. 
• Tackle ad hoc financial tasks as needed, always upholding confidentiality and discretion.

 
Requirements:

• Bachelor’s in Accounting, Finance, or related. CPA strongly preferred.
• 5+ years’ experience in accounting or personal financial management, including proven experience managing accounting duties for a high net-worth individual/family. 
• Deep understanding of accounting practices, with proficiency in MS Excel, QuickBooks, and other financial tools.
• Top-notch analytical skills, organization, and accuracy. 
• Polished and professional in demeanor and appearance.
• Excellent communicator and teammate. Able to effectively collaborate with family, executive assistants, and outside advisors.
• Absolute integrity, discretion, and respect for privacy.

We are an equal opportunity employer who values diversity. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment.

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