Family Office Accountant

Stamford, CT



  • Perform accounting functions including bank reconciliations, daily cash monitoring and reporting, monthly GL closes including journal entries, bookkeeping for family-owned domestic and foreign for-profit entities.
  • Monthly financial statement and supporting schedule preparation for investments, for-profit companies, foundations, estate planning vehicles and personal wealth statements.
  • Book to tax accounting; annual tax workpapers and review of tax returns
  • Support preparation of VAT returns
  • Preparation of monthly financial statement reporting packages
  • Preparation of internal & external budgets
  • Preparation and/or review of annual audit workpapers
  • Special projects as advised by the Director and/or Founder – varies every year
  • Liaison with internal colleagues, outside consultants and other company offices




  • Qualified candidates should have a Bachelor’s degree in accounting with 5+ years’ experience in public or private accounting, tax and/or financial positions.
  • Candidate should have excellent Microsoft Office and strong research skills.
  • Knowledge of Quick Books software system is a plus.
  • Candidate should be comfortable communicating at all levels, including with Family representatives and should be receptive to developing the critical skills necessary to build and sustain strong client and team relationships






Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 10/7/2020
Salary $85,000 - $105,000 + bonus

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