We are looking for a highly organized and detail-oriented Family Office Accountant to join our client's team in Tequesta, Florida. In this role, you will manage a variety of accounting and financial tasks, including personal bill-paying services, financial management, and trust-related accounting. Responsibilities:• Provide bill-paying services for personal accounts, entities, and trusts, ensuring timely processing of checks and payments.• Maintain and update QuickBooks, including manual checks and general ledger management.• Reconcile monthly credit card balances, checking accounts, and money market accounts to ensure accuracy.• Monitor daily cash activities and account balances, and update cash schedules to reflect transactions and upcoming payments.• Assist in the preparation and submission of tax documents, reimbursement requests, and wire transfer requests.• Coordinate with external family advisors for estate planning updates and monthly service calendar creation.• Administer trust-related transactions, such as processing checks, managing life insurance premiums, and preparing Crummey letters.• Execute bill-paying services for multiple LLCs, including payments to contractors and payroll taxes for employees.• Collaborate on opening new trust accounts and completing required certifications.

• Proven experience in journal entries, bank reconciliations, and credit card reconciliations.• Proficiency in QuickBooks and general ledger management.• Strong knowledge of accounts payable and expense reconciliation processes.• Ability to manage cash schedules and perform accurate updates based on financial activity.• Familiarity with trust management, including documentation and premium payments.• Excellent organizational skills and attention to detail in managing multiple financial tasks.• Effective communication and collaboration skills when working with external advisors and stakeholders.• Experience with private equity investments and related documentation is a plus.

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>.

Tequesta, FL
onsite
Permanent
65000.00 - 80000.00 USD / Yearly
We are looking for a highly organized and detail-oriented Family Office Accountant to join our client's team in Tequesta, Florida. In this role, you will manage a variety of accounting and financial tasks, including personal bill-paying services, financial management, and trust-related accounting. Responsibilities:• Provide bill-paying services for personal accounts, entities, and trusts, ensuring timely processing of checks and payments.• Maintain and update QuickBooks, including manual checks and general ledger management.• Reconcile monthly credit card balances, checking accounts, and money market accounts to ensure accuracy.• Monitor daily cash activities and account balances, and update cash schedules to reflect transactions and upcoming payments.• Assist in the preparation and submission of tax documents, reimbursement requests, and wire transfer requests.• Coordinate with external family advisors for estate planning updates and monthly service calendar creation.• Administer trust-related transactions, such as processing checks, managing life insurance premiums, and preparing Crummey letters.• Execute bill-paying services for multiple LLCs, including payments to contractors and payroll taxes for employees.• Collaborate on opening new trust accounts and completing required certifications.
2025-11-04T19:23:46Z