Family Office Accountant jobs in United States
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CFS ยท 2 days ago

Family Office Accountant

CFS is a company that values mentorship and collaboration among its professionals. They are seeking a Family Office Accountant to oversee day-to-day accounting operations, manage the general ledger, and support the treasury function.

Human ResourcesStaffing Agency
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Growth Opportunities

Responsibilities

Oversee day-to-day accounting operations, including journal entries, reconciliations, and month-end close
Manage the general ledger with accuracy and attention to detail, ensuring timely and compliant financial reporting
Partner with internal and external teams to resolve client-specific accounting inquiries
Support the treasury function by tracking cash movements, investment funding, and capital calls
Assist with process improvements to streamline reporting, documentation, and client deliverables

Qualification

Full cycle accountingAccounting degreeFamily office experienceInvestment experienceMulti-entity experience

Required

Bachelor's degree in Accounting
3+ years of full cycle accounting experience
Prior family office, investment, or multi-entity experience

Benefits

100% paid medical and vision benefits!

Company

Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed.

Funding

Current Stage
Late Stage

Leadership Team

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Dan Casey
CEO, Founder
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Company data provided by crunchbase