Job Description
JustinBradley is conducting a search for a seasoned Family Office Accountant with deep expertise in delivering comprehensive financial oversight, tax strategy, and investment reporting tailored to the unique needs of high-net-worth families. The ideal candidate is someone with a proven track record of supporting multi-generational wealth through precise accounting, cash flow management, and asset tracking across diverse real estate holdings.
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Liaison for financial and accounting activities related to family trusts, partnerships, and private entities
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Owns general ledger integrity, account reconciliations, and financial close for all family office entities and related entities
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Supervises Bookkeeper and Investor Relations staff, ensuring proper documentation, workload distribution, and performance oversight
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Reviews and finalizes distributions, tax workpapers, and annual filings prepared in collaboration with external CPAs
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Maintains internal controls and ensures compliance with fiduciary and regulatory requirements
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Prepares quarterly and annual financial reports for executive leadership and trustees
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Provides accounting insight in estate planning discussions and other strategic decisions
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Strong technical accounting background required; CPA strongly preferred
Reports to: CEO
Team Composition:
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Bookkeeper / Charge Accountant (GL, reconciliations)
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Investor Relations Professionals (2)
Compensation Range: $110,000 – $130,000
JustinBradley is conducting a search for a seasoned Family Office Accountant with deep expertise in delivering comprehensive financial oversight, tax strategy, and investment reporting tailored to the unique needs of high-net-worth families. The ideal candidate is someone with a proven track record of supporting multi-generational wealth through precise accounting, cash flow management, and asset tracking across diverse real estate holdings.
-
Liaison for financial and accounting activities related to family trusts, partnerships, and private entities
-
Owns general ledger integrity, account reconciliations, and financial close for all family office entities and related entities
-
Supervises Bookkeeper and Investor Relations staff, ensuring proper documentation, workload distribution, and performance oversight
-
Reviews and finalizes distributions, tax workpapers, and annual filings prepared in collaboration with external CPAs
-
Maintains internal controls and ensures compliance with fiduciary and regulatory requirements
-
Prepares quarterly and annual financial reports for executive leadership and trustees
-
Provides accounting insight in estate planning discussions and other strategic decisions
-
Strong technical accounting background required; CPA strongly preferred
Reports to: CEO
Team Composition:
-
Bookkeeper / Charge Accountant (GL, reconciliations)
-
Investor Relations Professionals (2)
Compensation Range: $110,000 – $130,000
About JustinBradley
Elevate your career. Source exceptional talent. JustinBradley is an award-winning, WBENC-certified strategic workforce solutions company. We are recognized among the top 2% of staffing firms nationwide and a 12-time winner of Best of Staffing. Since 2002, JustinBradley has provided exceptional business talent to clients across the country through Executive Placement, Temporary Staffing, and Contingent Workforce Solutions.
Our award-winning Executive Search practice provides specialized search for C-level executives and the teams that support them. JustinBradley’s recruiting leaders are diverse, experienced business professionals and sought-after talent advisors who strive to bring the very best in service and talent to every search.
Our Temporary Staffing group has significant experience managing projects and the highest commitment to engaging top consulting talent.
We are a certified strategic national account leader with expertise in delivering customized staffing solutions in support of Contingent Workforce Contracts. Our cross-functional experience in Accounting, Marketing, Risk, Procurement, and Human Resources helps us solve business challenges, minimize risk, reduce costs, and achieve results.
JustinBradley is proud to be consistently ranked as Top Supplier with our Fortune 500 clients, and we have a commitment to accountability, teamwork, and diversity in the workplace. Throughout your career, we’re behind you all the way.
https://www.youtube.com/channel/UCf6xzovub3CI9PycYj1YkEg
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