


JustinBradley is conducting a search for a seasoned Family Office Accountant with deep expertise in delivering comprehensive financial oversight, tax strategy, and investment reporting tailored to the unique needs of high-net-worth families. The ideal candidate is someone with a proven track record of supporting multi-generational wealth through precise accounting, cash flow management, and asset tracking across diverse real estate holdings.
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Liaison for financial and accounting activities related to family trusts, partnerships, and private entities
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Owns general ledger integrity, account reconciliations, and financial close for all family office entities and related entities
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Supervises Bookkeeper and Investor Relations staff, ensuring proper documentation, workload distribution, and performance oversight
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Reviews and finalizes distributions, tax workpapers, and annual filings prepared in collaboration with external CPAs
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Maintains internal controls and ensures compliance with fiduciary and regulatory requirements
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Prepares quarterly and annual financial reports for executive leadership and trustees
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Provides accounting insight in estate planning discussions and other strategic decisions
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Strong technical accounting background required; CPA strongly preferred
Reports to: CEO
Team Composition:
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Bookkeeper / Charge Accountant (GL, reconciliations)
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Investor Relations Professionals (2)
Compensation Range: $110,000 – $130,000