Accountant

Family Office Associate (Accounting & Financial Operations)

Position Summary

The Family Office Associate supports the
accounting, financial reporting, and entity-level operations
of a private family office. This role is ideal for a professional with
4+ years of experience
who brings strong accounting fundamentals, discretion, and attention to detail when managing confidential financial information. The position offers a path toward increased responsibility in financial reporting, trust administration, and family office operations.

Core Responsibilities

Accounting & Financial Support

• Assist with preparation and organization of

personal and entity-level financial statements

• Maintain schedules of

assets, liabilities, trusts, LLCs, and related entities

• Prepare financial summaries and reporting materials for internal and external review


• Coordinate information and documentation for accountants, tax advisors, and legal counsel


• Maintain accurate, secure financial and estate-related records


• Track financial planning, tax, and estate planning initiatives

Administrative & Office Support

• Manage calendars, meetings, and correspondence


• Maintain organized digital and physical filing systems


• Serve as liaison with professional advisors


• Support special projects and operational initiatives

Growth Opportunities

Responsibilities may expand to include greater ownership of financial reporting, trust and estate coordination, financial planning support, and process improvements.

Qualifications

Required

• 3+ years of accounting or financial support experience


• Strong understanding of financial statements and accounting concepts


• Advanced Excel skills


• High discretion and professionalism


• In-office presence at least

4 days per week
(Chicago near west suburbs)

Preferred

• Bachelor’s degree in Accounting, Finance, or related field


• Experience with trusts, estate planning, or entity structures


• Family office, professional services, or investment environment experience


• Italian language proficiency