Staff Accountant

This role supports high-net-worth individuals and families with day-to-day accounting and financial reporting, working closely with trust, estate, and tax-related matters. The focus is on accuracy, organization, and hands-on involvement with complex personal and entity-level finances.

• Support family office and private wealth clients with ongoing accounting and financial reporting
• Maintain and update personal and entity financial statements, including consolidations
• Track cash flow, bill pay, payroll activity, tax payments, and investment activity
• Assist with trust, estate, and tax planning support by organizing documentation and preparing information for tax filings
• Build and maintain customized Excel reports, including cash flow projections and ad hoc analyses
• Ensure financial records and supporting documentation are accurate, complete, and well organized

• 1-2 years of experience in family office, private wealth management, or similar environments supporting high-net-worth clients
• Exposure to trust and estate planning or estate tax-related work
• Strong Excel skills, including pivot tables and lookup formulas (VLOOKUP, XLOOKUP, etc.)
• Bachelor’s degree in Accounting or Finance
• Detail-oriented, organized, and comfortable managing multiple priorities