Overview

Job DescriptionJob DescriptionRole OverviewOur family office supports the personal, business, and philanthropic affairs of our Founder and Chairman, along with a growing number of related entities. We're adding a second position to work directly alongside our long-tenured Founder's Accountant, who currently handles a full range of accounting and related personal/administrative functions for the Founder. As the number of entities under management has grown, so has the workload-this role will take on a meaningful share of both accounting and related administrative responsibilities, ensuring the Founder's financial and entity matters continue to run smoothly, efficiently, and with the highest level of personal service.Note: In addition to the Founder's Accountant, the Founder has a dedicated Executive Assistant who handles his calendar, scheduling, and other traditional administrative duties, so those responsibilities are not part of this role.This is an accounting-focused position with a meaningful, hands-on administrative and record-keeping component. The right candidate will be comfortable moving between accounting responsibilities and the related administrative tasks. This role suits someone who enjoys variety and takes pride in accurate financial work, as well as the organization, documentation, and recordkeeping that support it.Key ResponsibilitiesAccounting (roughly half the role)Full-charge accounting across multiple personal and business entities (AP/AR, bank and credit card reconciliations, journal entries, month-end close)Processing and tracking transfers and disbursements across entities, including coordination with banks and custodiansPreparing basic financial reports/statements for review by the Founder's Accountant and family office CFOMaintaining clean, audit-ready books and supporting documentationAssisting with information gathering for tax preparers and outside CPAs at year-endAdministrative / Personal SupportFiling, document management, and recordkeeping for both personal and business/entity mattersHandling personal and business paperwork for the Founder - statements, contracts, entity documents, insurance and tax recordsCoordinating with banks, vendors, and outside advisors (attorneys, CPAs, insurance agents, etc.) on financial and administrative mattersSupporting the Founder's dedicated Executive Assistant on tasks that intersect with accounting or entity recordkeepingGeneral office support to keep entity files and financial recordkeeping organized and currentGeneralServing as a trusted backup to the Founder's Accountant, with cross-training over time so either person can cover essential functionsAdapting daily priorities based on what the Founder or the office needs that day - this role will not have a "typical day"Required Qualifications3+ years of full-charge bookkeeping or staff accountant experience (multi-entity experience strongly preferred)Proficiency with accounting softwareStrong Excel skillsExcellent organizational skills and follow-through with minimal supervision, including with paper and digital recordkeeping systemsExceptional discretion, integrity, trustworthiness, and sound judgment in handling confidential personal, financial, and family informationStrong written and verbal communication skillsPreferred QualificationsPrior experience in a family office, single-family entity, or personal accounting environmentFamiliarity with real estate entity accounting (ownership structures, distributions, basic lease-related transactions)Notary public certification (or willingness to obtain)A calm, approachable demeanor with exceptional attention to detailSuccess FactorsThe current Founder's Accountant has built a strong foundation by combining sound accounting skills with exceptional organization, discretion, responsiveness, and personal service. We're looking for someone who shares this appreciation for the varied nature of the work and enjoys supporting the Founder's financial, entity, and related adm