<p><strong>Company Overview:</strong></p><p>We are a privately held family office that manages a diverse portfolio of investments, real estate holdings, and personal assets. The organization operates with a high degree of professionalism, discretion, and attention to detail. Our close-knit team values collaboration, initiative, and the ability to take ownership of responsibilities in a dynamic, multi-faceted environment.</p><p><strong>Position Summary:</strong></p><p>This position offers an opportunity to join the accounting and operations team of a family office in a role that can be tailored to fit the right candidate’s experience and skills. The position may range from an <strong>Accounts Payable Specialist</strong> , to a <strong>Bookkeeper</strong>, or to a more seasoned <strong>Accountant</strong> with family office experience.</p><p>Regardless of level, the ideal candidate is organized, trustworthy, detail-oriented, and eager to learn. This role will support day-to-day accounting functions, including bill payments, recordkeeping, and financial tracking, with the opportunity for growth into more complex accounting and reporting responsibilities over time.</p><p><strong>Key Responsibilities:</strong></p><p><strong>Accounts Payable & Administrative Support</strong></p><ul><li>Open, review, and organize incoming mail, ensuring all invoices and statements are properly logged and tracked.</li><li>Scan and attach invoices and bills into QuickBooks Enterprise.</li><li>Prepare and process ACH transfers and check payments.</li><li>Maintain an accurate record of bills received, paid, and pending approval.</li><li>Respond to questions such as prior-year payment amounts or vendor history.</li><li>Coordinate the signing and return of documents that require approval.</li><li>Ensure timely payments and accurate recordkeeping for all outgoing disbursements.</li></ul><p><strong>Bookkeeping & Accounting Support</strong></p><ul><li>Record transactions accurately in QuickBooks Enterprise and assist with month-end reconciliations.</li><li>Manage and reconcile bank accounts and credit card statements.</li><li>Maintain supporting schedules and documentation for all transactions.</li><li>Assist in preparing financial reports, summaries, and budgets.</li><li>Support senior accountants with general ledger management and process improvements.</li><li>Participate in the ongoing effort to streamline and institutionalize accounting procedures within the office.</li></ul><p><strong>Advanced / Senior-Level Responsibilities (for Accountant-Level Candidates)</strong></p><ul><li>Collaborate closely with senior leadership and external advisors to manage accounting and reporting functions for multiple entities.</li><li>Oversee the preparation of financial statements and cash flow reports.</li><li>Review expense trends and identify potential savings opportunities.</li><li>Handle complex reconciliations, intercompany transactions, and investment-related accounting.</li><li>Communicate professionally with principals to obtain approvals or discuss financial matters.</li><li>Maintain confidentiality and exercise sound judgment in all financial dealings.</li></ul><p><br></p>

<p><strong>Qualifications:</strong></p><p><strong>Depending on experience level, candidates should meet most of the following:</strong></p><p><strong>Accounts Payable / Bookkeeping Level:</strong></p><ul><li>1–3 years of experience in accounts payable or bookkeeping.</li><li>Proficiency in QuickBooks (Enterprise experience preferred).</li><li>Strong attention to detail, accuracy, and organization.</li><li>Willingness to learn and grow into broader accounting responsibilities.</li></ul><p><strong>Bookkeeper / Staff Accountant Level:</strong></p><ul><li>3–5 years of accounting or bookkeeping experience.</li><li>Strong understanding of debits, credits, and account reconciliations.</li><li>Experience in a small office or family office setting preferred.</li><li>Ability to work independently and manage multiple priorities.</li></ul><p><strong>Accountant Level:</strong></p><ul><li>5+ years of accounting experience, ideally within a family office, private wealth, or closely held company.</li><li>Bachelor’s degree in Accounting, Finance, or related field; CPA or MBA preferred but not required.</li><li>Strong understanding of financial reporting, reconciliations, and multi-entity structures.</li><li>Excellent communication and interpersonal skills; comfortable interacting with executives and principals.</li><li>Team-oriented with a “no task too small” attitude.</li></ul>

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