Family Office Accountant

We are looking for a Senior Accountant to support complex personal and family financial activities in West Palm Beach, Florida. This role blends accounting, reporting, cash oversight, and coordination with external advisors across investment, tax, estate, and real estate matters. The ideal candidate brings sound judgment, strong attention to detail, and the discretion needed to manage highly sensitive financial information in a fast-moving environment.

Responsibilities:

• Manage documentation and ongoing updates for financial arrangements, including lending, leasing, and investment-related agreements.
• Maintain organized records for investment activity, insurance matters, tax documentation, and estate planning materials.
• Prepare quarterly financial reporting packages and identify opportunities to improve clarity, accuracy, and presentation.
• Support bill payment activities for family members while ensuring timely and accurate processing.
• Coordinate the administration and tracking of charitable contributions and related records.
• Partner with tax professionals and legal advisors on tax filings, gift tax matters, and estate planning initiatives.
• Monitor liquidity, assist with cash planning, and develop short- and longer-term cash flow projections.
• Oversee compliance documentation, liaise with outside investment managers, and support due diligence on prospective investments.
• Coordinate financial aspects of real estate acquisitions and dispositions, including documentation and transaction follow-through.
• Handle special analyses and ad hoc projects while safeguarding confidential financial information at all times.