Private Family Office Accountant

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:

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• Manage day-to-day accounting and financial activity for the family
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• Monitor multiple bank and financial accounts and maintain accurate records
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• Coordinate transfers of funds between accounts as directed by the family
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• Initiate and coordinate payments for personal, family, property, and other expenses
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• Ensure funds are available in the appropriate accounts to meet upcoming obligations
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• Track and reconcile bank activity and account balances
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• Prepare and maintain cash flow schedules and reports
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• Coordinate with banks, wealth advisors, investment managers, CPAs, attorneys, and other professional advisors
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• Assist with bill payment and expense management
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• Maintain accurate records of personal and family financial transactions
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• Reconcile accounts and investigate discrepancies
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• Assist with budgeting, cash forecasting, and financial reporting
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• Maintain organized documentation for tax preparation and other reporting requirements
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• Support financial and administrative projects for the family as needed
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• Handle all financial information with the highest level of confidentiality and discretion
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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:

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• Extremely trustworthy and discreet
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• Highly organized and detail-oriented
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• Comfortable working independently
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• Responsive and able to prioritize requests quickly
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• Comfortable communicating directly with ownership and outside advisors
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• Strong with banking platforms, Excel, and accounting systems
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• Comfortable handling confidential financial information
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• Able to exercise sound judgment when managing financial transactions
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PREFERRED QUALIFICATIONS FOR THE PRIVATE FAMILY OFFICE ACCOUNTANT ROLE:

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• Bachelor's degree in Accounting, Finance, or related field preferred
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• 3+ years of accounting or financial management experience
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• Strong understanding of general ledger accounting and reconciliations
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• Experience working with multiple bank accounts preferred
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• Strong Excel skills
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• Experience coordinating payments, cash transfers, or banking activity preferred
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• Family office, private wealth, public accounting, or high-net-worth client experience is a plus
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