We are looking for an experienced family office Accountant to join our team. This role requires a dedicated individual with a strong background in trust-focused accounting, tax preparation, and compliance. The ideal candidate will be adept at collaborating with internal and external accountants to ensure accurate and efficient financial management. Responsibilities:• Oversee trust-focused accounting operations, ensuring the accurate preparation and management of financial records.• Prepare and file 1041 and 1040 tax forms, ensuring compliance with current tax regulations.• Collaborate closely with account managers and external accountants to streamline tax and accounting processes.• Stay informed on changes in tax laws, industry trends, and regulatory updates to optimize strategies for client households.• Perform month-end close procedures, including journal entries and account reconciliations.• Maintain and reconcile general ledger accounts to ensure accuracy in financial reporting.• Conduct bank reconciliations to verify financial transactions and balances.• Provide support and expertise to a family office environment, ensuring tailored financial solutions.• Identify opportunities for tax optimization and implement best practices for financial management.

• Minimum of 5 years of experience in accounting, with a focus on trust and tax-related activities. • Proficiency in tax preparation, including 1041 and 1040 forms. • Strong knowledge of month-end close processes and general ledger maintenance. • Expertise in journal entries, account reconciliations, and bank reconciliations. • Familiarity with family office operations and financial management. • Comprehensive understanding of current tax laws and regulations. • Excellent collaboration and communication skills to work effectively with internal and external teams. • Detail-oriented with a commitment to accuracy and compliance.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.

Chappaqua, NY
onsite
Permanent
80000.00 - 100000.00 USD / Yearly
We are looking for an experienced family office Accountant to join our team. This role requires a dedicated individual with a strong background in trust-focused accounting, tax preparation, and compliance. The ideal candidate will be adept at collaborating with internal and external accountants to ensure accurate and efficient financial management. Responsibilities:• Oversee trust-focused accounting operations, ensuring the accurate preparation and management of financial records.• Prepare and file 1041 and 1040 tax forms, ensuring compliance with current tax regulations.• Collaborate closely with account managers and external accountants to streamline tax and accounting processes.• Stay informed on changes in tax laws, industry trends, and regulatory updates to optimize strategies for client households.• Perform month-end close procedures, including journal entries and account reconciliations.• Maintain and reconcile general ledger accounts to ensure accuracy in financial reporting.• Conduct bank reconciliations to verify financial transactions and balances.• Provide support and expertise to a family office environment, ensuring tailored financial solutions.• Identify opportunities for tax optimization and implement best practices for financial management.
2025-09-03T18:54:14Z