Family Office Accountant
The Mom Project, San Anselmo, CA, United States
Title
Accountant
Hourly Rate
$65–$70
Schedule
15–20 hours per week (part‑time)
Work Arrangement
Hybrid if local; 100% remote if not local.
Company
A boutique firm providing high‑touch accounting and operational support to family offices, high‑net‑worth individuals, and closely held entities.
Overview
We are seeking a part‑time Family Office Accountant who will work closely with firm leadership to support a select group of clients. This client‑facing role focuses on maintaining accurate financials, supporting cash management, and coordinating day‑to‑day financial and operational activities.
Core Responsibilities
Maintain financial records across multiple entities (trusts, LLCs, investments)
Lead month‑end close and prepare monthly/quarterly reporting
Keep QuickBooks Online accounts in clean, CPA‑ready condition
Manage accounts payable and support invoicing/receivables for select clients
Communicate directly with clients and ensure timely follow‑through
Perform and review reconciliations; investigate and resolve discrepancies
Coordinate with CPAs and advisors on tax and planning matters
Track investment and entity‑level activity
Qualifications / Skills
7+ years of accounting experience
Strong proficiency in QuickBooks Online
Experience with high‑net‑worth clients, family offices, or closely held businesses preferred
Strong technical accounting skills and attention to detail
Comfortable working independently and resolving issues without detailed direction
Clear and professional communication style
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Accountant
Hourly Rate
$65–$70
Schedule
15–20 hours per week (part‑time)
Work Arrangement
Hybrid if local; 100% remote if not local.
Company
A boutique firm providing high‑touch accounting and operational support to family offices, high‑net‑worth individuals, and closely held entities.
Overview
We are seeking a part‑time Family Office Accountant who will work closely with firm leadership to support a select group of clients. This client‑facing role focuses on maintaining accurate financials, supporting cash management, and coordinating day‑to‑day financial and operational activities.
Core Responsibilities
Maintain financial records across multiple entities (trusts, LLCs, investments)
Lead month‑end close and prepare monthly/quarterly reporting
Keep QuickBooks Online accounts in clean, CPA‑ready condition
Manage accounts payable and support invoicing/receivables for select clients
Communicate directly with clients and ensure timely follow‑through
Perform and review reconciliations; investigate and resolve discrepancies
Coordinate with CPAs and advisors on tax and planning matters
Track investment and entity‑level activity
Qualifications / Skills
7+ years of accounting experience
Strong proficiency in QuickBooks Online
Experience with high‑net‑worth clients, family offices, or closely held businesses preferred
Strong technical accounting skills and attention to detail
Comfortable working independently and resolving issues without detailed direction
Clear and professional communication style
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