Family Office Accountant

Company: Confidential
Location: Fort Lauderdale
Posted on: February 19, 2021

Job Description:

The Family Office Accountant is a unique position for an individual who has a strong financial background and a desire to work with a prominent South Florida family/business. The position will manage accounting, tax and investment programs, both domestic and international as well as coordinate the work of outside professionals. Discretion is critical, and the chosen individual will need to demonstrate upmost confidentiality related to all business and personal matters of family members. Occasional travel may be required.Job ResponsibilitiesThe primary focus of this position will be inputting, analyzing, and summarizing current as well as historical financial data in order to support the preparation of many of the following unaudited statements: balance sheets, statements of net worth, income statements, cash flow statements and estate plan summaries.* Understanding client's investments, assets, liabilities, expenditures and related transactions* Evaluating portfolio income and investment returns* Tracking and following up on transactions* Ad hoc analysis and reportingQualifications* Bachelor's degree in accounting or related field of study and a minimum of 10 years relevant work experience, or an equivalent combination of education and experience* Experience working with and maintaining accounts for affluent individuals, families, executives and owners of closely held businesses* Knowledge of estate planning, financial planning, and US tax required* Experience in global tax and treasury/cash management strategies a plus, as is a CPA or CFP certification* Able to work well independently and with limited guidance in a highly complex and multi-faceted organization* Flexibility in adjusting to the schedules of senior executives* Must have a strong proficiency in the use of accounting software* Superb verbal and written communication skills, presentation and project management skills* Detail oriented, highly motivated, and a self-starter* Strong organizational skills: demonstrates ability to prioritize and manage multiple assignments in a fast-paced environment to meet deadlines with efficiency and accuracy* Strong problem solving, financial analysis, and research abilities* Shows tact, discretion, confidentiality and good judgment in handling sensitive and confidential matters and documentation

Keywords: Confidential, Fort Lauderdale , Family Office Accountant, Administration, Clerical , Fort Lauderdale, Florida