Hybrid Family Office Staff Consultant, Mid Market Outsourcing

Posted last month

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About the role

  • Assist with day-to-day accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and reconciliations.
  • Support financial statement preparation and reporting for multiple entities, including intercompany transactions and consolidated reporting.
  • Assist with investment accounting tasks, including tracking capital accounts, distributions, and basic equity management.
  • Support preparation of investment reports, capital account reconciliations, and brokerage/custodian postings.
  • Communicate with senior-level staff and client contacts regarding financial close, accounting issues, and deliverables.
  • Participate in accounting software implementations, integrations, and ongoing use of cloud-based systems.
  • Receive mentorship from senior team members to learn and apply family office-specific accounting processes.

Requirements

  • Bachelor’s Degree in Accounting, Finance, or related field, or equivalent work experience.
  • Minimum 1 year of accounting experience, including GL, AP, AR, payroll, reconciliations, and financial reporting.
  • Strong analytical and accounting skills.
  • Excellent verbal and written communication skills.
  • Ability to prioritize, work independently, and meet deadlines in a team-oriented environment.
  • Proficiency or familiarity with accounting software such as QuickBooks Online/Desktop, Sage Intacct (a plus), and MS Office, including Excel (pivot tables, VLOOKUP, formulas).
  • Flexibility to work from home while collaborating in person half the time.

Benefits

  • Medical, dental, vision
  • Generous PTO plan and paid sick time
  • Flexible work arrangements
  • 401K with Profit Sharing
  • Wellness program
  • Generous parental leave
  • 11 paid holidays

Job title

Family Office Staff Consultant, Mid Market Outsourcing

Job type

Experience level

Lead

Salary

$50,900 - $74,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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