[Remote] Staff Accountant – UHNW Family Office – Mostly Remote w/ Fully Paid Benefits

Note: The job is a remote job and is open to candidates in USA. Advice Personnel is an executive recruiting and staffing firm celebrating 40 years in the industry. They are seeking a hands-on Staff Accountant for an Ultra-High-Net-Worth Family Office to manage generational wealth across various assets, ensuring accurate financial records and supporting accounting operations.

Responsibilities

• Process accounts payable, bill pay, invoices, and approved purchase requests across family office entities
• Review invoices for proper coding, documentation, approvals, and payment timing
• Maintain accurate books and records, including general ledger entries and journal entries
• Perform monthly bank, credit card, investment, and operating account reconciliations
• Support intercompany reconciliations and multi-entity accounting activity
• Record investment-related accounting entries, including equity transactions
• Assist with bookkeeping and accounting for real estate holdings
• Support accounting for corporate entities, operating businesses, trust structures, and personal assets
• Maintain organized digital financial records and supporting documentation
• Track vendor relationships, payment histories, contracts, and 1099 information
• Collaborate with internal team members and outside advisors on accounting and reporting matters
• Assist with ad hoc accounting projects, process improvements, and general operational support

Skills

• 2+ years of relevant bookkeeping, accounting, or family office support experience
• Solid background in accounts payable, bill pay, general ledger maintenance, journal entries, and reconciliations
• Comfortable working in QuickBooks or comparable accounting systems, along with strong Excel skills
• Highly organized and detail-oriented, with the ability to manage multiple priorities in a dynamic environment
• Resourceful, proactive, and hands-on, with a willingness to pitch in wherever needed
• Strong judgment, discretion, professionalism, and integrity when handling confidential family office matters
• Prior experience working with HNW / UHNW individuals, a family office, real estate firm, CPA firm, or investment-related environment strongly preferred
• Exposure to real estate bookkeeping, investment accounting, equity transactions, or multi-entity structures is a strong plus

Benefits

• Plus bonus
• Fully paid benefits

Company Overview