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DTM Executive Search, Inc.

Accountant

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What they do

An Accountant organizes and maintains financial records and prepares financial statements for companies and organizations. Works as a public accountant (prepares financial documents where public disclosure is required by law, such as business balance sheets and tax returns), management accountant (prepares financial information for internal use by a company) or government accountant (maintains records for government agencies).

$72,930 / year median in Florida

-4% projected decline

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Job Description

Accountant at DTM Executive Search, Inc. Accountant at DTM Executive Search, Inc. in Royal Palm Beach, Florida Posted in 1 day ago.

Type:

full-time Single-family office in West Palm Beach seeks a high-caliber accounting professional for day-to-day financial administration, office operations, and executive support to handle full-charge bookkeeping, executive administration, and office management. The ideal candidate blends full-charge bookkeeping, trust accounting with polished executive communication and presence. You will provide support to manage multi-entity finances, trust administration support, and personal lifestyle operations with complete discretion. This position is 100% in office no exceptions What you will be doing: Manage AP/AR, bill payments, wire transfers, and general ledger maintenance across multiple entities, LLCs, and personal accounts using QuickBooks Reconcile monthly credit card and bank statements for family members and business entities. Assist CPA with year-end tax preparation, schedules, and document gathering (trust distributions, principal and income allocations, capital calls, and wire transfers in compliance with trust agreements and fiduciary standards) Assist CPAs and Trustees with tax preparation, K-1 tracking, and annual trust accounting reviews. Process payroll for household staff and office personnel (1099 compliance for family office staff, estate employees, and private contractors). Assist with day-to-day operations of the West Palm Beach office, including mail sorting, vendor relations, and supplies. Assist with property management accounting for multiple residences, coordinating invoice approvals with estate managers and yacht/aviation crew. Coordinate complex personal and business travel arrangements (private/commercial charter, yacht charters, luxury accommodations). Assist with calendar and meeting management and coordinate local appointments and occasionally handle high-level personal concierge tasks, event coordination, and special projects as directed by family members. Maintain absolute confidentiality regarding family assets, legal documentation, and personal matters.

What is required:

5+ years in a hybrid accounting/admin role within a Family Office, Wealth Management firm, or supporting UHNWIs. Proficiency in QuickBooks Desktop/Online, Excel (Pivot Tables, VLOOKUPs), and Microsoft 365. Understanding of fiduciary accounting principles, trust structures, and estate documentation. Exceptional financial accuracy, high emotional intelligence, proactive problem-solving, and strict adherence to confidentiality protocols Compensation is commensurate with experience