Administrative Accountant

ADMINISTRATIVE ACCOUNTANT

A high-net-worth family is seeking an experienced part-time Administrative Accountant to join our family office in Midtown Manhattan. This is a unique role combining hands-on accounting and administrative responsibilities to support the financial operations and daily management of a private investment portfolio and personal affairs. The position requires discretion, precision, and the ability to interface professionally with advisors, accountants, and the family.

JOB DESCRIPTION:

• Support and collaborate with outside accounting, legal, and tax professionals to craft the optimal strategies for tax planning and compliance, as well as creative planning for succession and wealth transfer.
• Interface in quarterly meetings with key family members and other top-tier professionals who have a history of involvement with and in-depth knowledge of the matters of the family office.
• Manage and process capital calls, investment payments, and related documentation.
• Interface with the Senior Investment Officer and the Chief Operating Officer of the family’s foundation to oversee the investment portfolio, tracking cash flows, income, and capital activity.
• Coordinate with the Investment Advisory Committee and the Family Office Advisory Committee, including preparation of materials and follow-up on action items.
• Review tax returns prepared by external accountants for the CEO and family and ensure accuracy and timely filing.
• Set up and manage autopay systems for the CEO’s recurring obligations.
• Handle asset transfers, deposits, payroll, and other cash management functions.
• Schedule meetings, maintain calendars, and collect messages as needed.
• Coordinate cash transfers and liaise with banks, and advisors to ensure smooth operations.
• Process expense payments, maintain detailed records, and support reconciliation activities. 

QUALIFICATIONS:

• CPA required
• 5+ years of relevant experience in accounting, finance, or family office administration.
• Strong working knowledge of accounting principles, tax, and financial reporting.
• Experience with personal financial management, investment tracking, or high-net-worth individuals preferred.
• Exceptional organizational skills and attention to detail.
• Must be forward-thinking and constantly willing to identify new planning opportunities as circumstances change.
• High degree of discretion, integrity, and confidentiality.
• Strong communication and interpersonal skills for interfacing with advisors, accountants, executives and the family.

COMPENSATION PACKAGE:

• $150,000.00 annually commensurate with qualifications and experience
• We are an equal opportunity employer.