PRIVATE FAMILY OFFICE ACCOUNTANT
Youngstown, OH
$90,000- $120,000
A successful private family is seeking a highly trustworthy and detail-oriented Private Family Office Accountant to support the owners with a variety of personal and family financial activities. This is a highly confidential position that will work closely with the family and their trusted advisors to ensure financial obligations are handled accurately, efficiently, and discreetly.
The ideal candidate will have a strong accounting foundation, excellent organizational skills, and the judgment and discretion required to work with highly confidential financial information.
OVERVIEW OF THE PRIVATE FAMILY OFFICE ACCOUNTANT ROLE:
- Manage day-to-day accounting and financial activity for the family
- Monitor multiple bank and financial accounts and maintain accurate records
- Coordinate transfers of funds between accounts as directed by the family
- Initiate and coordinate payments for personal, family, property, and other expenses
- Ensure funds are available in the appropriate accounts to meet upcoming obligations
- Track and reconcile bank activity and account balances
- Prepare and maintain cash flow schedules and reports
- Coordinate with banks, wealth advisors, investment managers, CPAs, attorneys, and other professional advisors
- Assist with bill payment and expense management
- Maintain accurate records of personal and family financial transactions
- Reconcile accounts and investigate discrepancies
- Assist with budgeting, cash forecasting, and financial reporting
- Maintain organized documentation for tax preparation and other reporting requirements
- Support financial and administrative projects for the family as needed
- Handle all financial information with the highest level of confidentiality and discretion
Ideal Candidate
The ideal candidate may come from a public accounting, corporate accounting, private wealth, family office, or high-net-worth accounting environment and understands both the technical accounting side and the importance of discretion when working with private financial information.
We are looking for someone who is:
- Extremely trustworthy and discreet
- Highly organized and detail-oriented
- Comfortable working independently
- Responsive and able to prioritize requests quickly
- Comfortable communicating directly with ownership and outside advisors
- Strong with banking platforms, Excel, and accounting systems
- Comfortable handling confidential financial information
- Able to exercise sound judgment when managing financial transactions
PREFERRED QUALIFICATIONS FOR THE PRIVATE FAMILY OFFICE ACCOUNTANT ROLE:
- Bachelor’s degree in Accounting, Finance, or related field preferred
- 3+ years of accounting or financial management experience
- Strong understanding of general ledger accounting and reconciliations
- Experience working with multiple bank accounts preferred
- Strong Excel skills
- Experience coordinating payments, cash transfers, or banking activity preferred
- Family office, private wealth, public accounting, or high-net-worth client experience is a plus