Staff Accountant | Personal Financial Administrator to the Founder

Support the Founder and Chairman with full-charge accounting and hands-on personal and entity recordkeeping across multiple financial and administrative workstreams.

Responsibilities

• Perform full-charge accounting across multiple personal and business entities, including AP/AR, bank and credit card reconciliations, journal entries, and month-end close (roughly half of the role)
• Process and track transfers and disbursements across entities
• Coordinate with banks and custodians regarding cash movement, reporting, and related administrative tasks
• Prepare basic financial reports/statements for review by the Founder’s Accountant and the family office CFO
• Maintain clean, audit-ready books and keep supporting documentation organized and current
• Assist with information gathering for tax preparers and outside CPAs at year-end
• Handle filing, document management, and recordkeeping for both personal and business/entity matters
• Manage the Founder’s personal and business paperwork, including statements, contracts, entity documents, insurance, and tax records
• Coordinate with external parties including banks, vendors, and outside advisors (attorneys, CPAs, insurance agents, etc.) on financial and administrative needs
• Support the Founder’s dedicated Executive Assistant on tasks that intersect with accounting or entity recordkeeping
• Provide general office support to keep entity files and financial recordkeeping organized
• Serve as a trusted backup to the Founder’s Accountant and participate in cross-training over time so either person can cover essential functions
• Adapt daily priorities based on what the Founder and the office needs that day, with no typical day

Requirements

• 3+ years of full-charge bookkeeping or staff accountant experience
• Multi-entity experience strongly preferred
• Proficiency with accounting software
• Strong Excel skills
• Excellent organization and follow-through with minimal supervision, including with both paper and digital recordkeeping systems
• Exceptional discretion, integrity, trustworthiness, and sound judgment when handling confidential personal, financial, and family information
• Strong written and verbal communication skills

Preferred Qualifications

• Prior experience in a family office, single-family entity, or personal accounting environment
• Familiarity with real estate entity accounting (ownership structures, distributions, basic lease-related transactions)
• Notary public certification (or willingness to obtain)
• Calm, approachable demeanor with exceptional attention to detail

Technologies

• Excel

Benefits

• Competitive compensation
• Company holidays and generous PTO
• Employer paid life insurance and long-term disability coverage
• Medical, vision, and dental insurance
• Health Savings (HSA) and Flexible Spending Accounts (FSA)
• Employee Assistance Program (EAP)
• 401k match
• Tuition reimbursement
• Referral bonus program
• Learning and development classes
• Monthly social events
• Free on-site secured parking
• Free on-site gym

Success Factors

• The current Founder’s Accountant built a strong foundation through sound accounting, exceptional organization, discretion, responsiveness, and personal service.
• Values include an appreciation for varied work and enjoyment supporting the Founder’s financial, entity, and related administrative needs.
• Long-term commitment, dependability, and a collaborative, team-oriented approach are especially valued.