Family Office Accountant
We are seeking a detail-oriented Family Office Accountant to manage day-to-day accounting and monthly financial reporting for multiple family-owned businesses, trusts, and individuals. This role is well suited for an accounting professional with family office or trust accounting experience who understands the importance of accuracy, discretion, and personalized support.
In addition to managing financial records, you will support family members and management with administrative and personal needs. The ideal candidate is comfortable balancing multi-entity accounting responsibilities with the hands-on service expected in a family office.
What You’ll Do
- Prepare monthly financial statements for multiple family-owned businesses, trusts, and individuals.
- Reconcile bank and investment accounts, track financial activity, and maintain accurate records in family office accounting software.
- Manage bill payments and invoicing for family entities and individual family members.
- Keep financial records organized across multiple entities and accounts while maintaining strict confidentiality.
- Assist family members and management with scheduling, calendar management, phone calls, travel arrangements, property-related coordination, personal tasks, and local errands.
- Receive, sort, and coordinate incoming mail and deliveries for executives.
- Provide additional accounting and administrative support as needed.
Requirements
What You’ll Bring
- 3–5 years of multi-entity accounting experience, preferably supporting a family office or trusts.
- Proficiency in Intuit QuickBooks and Microsoft Office, including task-management functions.
- Strong organizational skills, attention to detail, and the ability to manage multiple accounts and priorities.
- Sound judgment and discretion when handling confidential financial and personal information.
- The ability to work independently while responding to the needs of management and family members.
- Experience preparing business reports and presentations.
- Bachelor’s degree in Accounting preferred.
Benefits
City Wide Facility Solutions offers a competitive compensation and benefits, including Medical, Dental, Vision, Basic Life, Voluntary Life, Accident, Critical Illness, Short Term Disability.
More on City Wide...
City Wide Facility Solutions is a fast-growing company with over 100 franchise locations across the United States and Canada. Founded in 1961, City Wide Facility Solutions is the largest management company in the building maintenance industry. We have over 60 years in the business and continue to experience high growth and profitability across our franchise businesses. Our culture supports the company’s Mission to create a Ripple Effect by positively impacting the people and communities they serve. Read more about City Wide at
City Wide is an Equal Opportunity Employer.
Skills
As published by workable · 8 questions · 4 written answers
Basics
First name, Last name, Email, Headline, Phone, Address, Education, Experience, Summary, Resume, Were you referred by anyone at City Wide? If yes, please include the name and location of the referral., Cover letter, Can you provide proof that you are legally eligible for employment in the US?, Have you previously been employed by City Wide?, Have you interviewed for a City Wide job in the last 12 months?
Short answers (1)
- What is your desired total compensation?
Pick from a list (3)
- Which settings have you supported in an accounting role? Select all that apply.
- Which accounting responsibilities have you independently handled? Select all that apply.
- This role includes personal and administrative support for family members, including scheduling, travel arrangements, property-related coordination, and local errands. Are you willing to perform these duties in addition to accounting?
Written answers (4)
- How many years of experience do you have managing accounting for multiple entities simultaneously?
- What is your experience using QuickBooks?
- Briefly describe your accounting experience supporting family offices, trusts, individuals, or multiple businesses. Include the number and types of entities you supported and the monthly accounting tasks you personally owned. Please do not include confidential client or family names.
- Why are you interested in this position with JBO Management?