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Arrow Search Partners

Family Office Accountant

Arrow Search Partners, New York, New York, us, 10261

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Get AI-powered advice on this job and more exclusive features. About The Company

Our client is a multi-family office that provides tailored wealth management services to high-net-worth families, integrating investment strategies with estate and tax planning to preserve and grow generational wealth. The Family Office Accountant will focus on bill pay and legal entity accounting for a select number of clients. About The Company

Our client is a multi-family office that provides tailored wealth management services to high-net-worth families, integrating investment strategies with estate and tax planning to preserve and grow generational wealth. The Family Office Accountant will focus on bill pay and legal entity accounting for a select number of clients.

Responsibilities

Provide bill payment services including all regular and non-recurring expenses Onboard clients onto the bill payment platform including reviewing and documenting all relevant bills and invoices Provide cash flow support ensuring each entity’s accounts are appropriately funded and all distributions are processed Coordinate all payments for lines of credit, loans, and insurance related premiums Provide budgeting and cash flow projections Monitor investment activities with respect to liquidity management Prepare financial statement on an entity basis including balance sheet, income statement, and statement of cash flows Coordinate with tax accountants on all tax related payments Coordinate with third parties with the fulfilment of charitable obligations

Requirements

Bachelor’s degree required 2-4 years of related accounting experience Experience working in a client facing role within public accounting, multifamily office, and/or single-family office Experience with personal tax compliance Ability to maintain a chart of accounts and the general ledger Prior experience with AgilLink a plus

Salary Range

$80,000-$125,000

Seniority level

Seniority level Entry level Employment type

Employment type Full-time Job function

Job function Accounting/Auditing and Finance Industries Staffing and Recruiting Referrals increase your chances of interviewing at Arrow Search Partners by 2x Sign in to set job alerts for “Accountant” roles.

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