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).
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 EB-2294993661
